Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Bought by Avantax Planning Partners Inc.

Avantax Planning Partners Inc. increased its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 107.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,511,229 shares of the company’s stock after acquiring an additional 3,375,950 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises about 5.3% of Avantax Planning Partners Inc.’s investment portfolio, making the stock its 4th largest position. Avantax Planning Partners Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $147,805,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the company. Archer Investment Corp bought a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth about $26,000. Westside Investment Management Inc. raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 100.0% during the fourth quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock worth $25,000 after buying an additional 558 shares during the last quarter. Thompson Investment Management Inc. lifted its holdings in Schwab U.S. Aggregate Bond ETF by 2,001.8% in the fourth quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock valued at $27,000 after buying an additional 1,141 shares during the period. Key Financial Inc bought a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $32,000. Finally, Modus Advisors LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth $33,000.

Schwab U.S. Aggregate Bond ETF Trading Up 0.5 %

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.15 on Tuesday. The firm has a fifty day moving average of $22.84 and a two-hundred day moving average of $23.13. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.26 and a 52 week high of $24.15.

About Schwab U.S. Aggregate Bond ETF

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.