Financial Consulate Inc. Boosts Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Financial Consulate Inc. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 19,654 shares of the company’s stock after purchasing an additional 9,827 shares during the period. Financial Consulate Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $446,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Creative Planning raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.9% in the 3rd quarter. Creative Planning now owns 197,671 shares of the company’s stock valued at $9,393,000 after acquiring an additional 5,660 shares during the period. Godsey & Gibb Inc. purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $36,000. Horst & Graben Wealth Management LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 0.8% in the 3rd quarter. Horst & Graben Wealth Management LLC now owns 706,414 shares of the company’s stock valued at $33,569,000 after acquiring an additional 5,522 shares during the period. Foundations Investment Advisors LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 66.5% in the 3rd quarter. Foundations Investment Advisors LLC now owns 45,381 shares of the company’s stock valued at $2,157,000 after acquiring an additional 18,133 shares during the period. Finally, Financial Life Advisors raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 7.8% in the 3rd quarter. Financial Life Advisors now owns 574,848 shares of the company’s stock valued at $27,317,000 after acquiring an additional 41,453 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ stock opened at $22.81 on Wednesday. The company’s fifty day simple moving average is $22.77 and its 200-day simple moving average is $23.17. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.26 and a 52 week high of $24.15.

Schwab U.S. Aggregate Bond ETF Profile

The Schwab U.S. Aggregate Bond ETF (SCHZ) is an exchange-traded fund that is based on the Bloomberg U.S. Aggregate Bond index. The fund tracks a broad index of U.S. investment grade fixed income securities, including corporate, government, and mortgage-backed securities. SCHZ was launched on Jul 14, 2011 and is managed by Charles Schwab.