Valmark Advisers Inc. Grows Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Valmark Advisers Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 20.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 36,399 shares of the company’s stock after buying an additional 6,087 shares during the quarter. Valmark Advisers Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,697,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of SCHZ. Charles Schwab Investment Management Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 3.1% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 24,613,846 shares of the company’s stock valued at $1,088,670,000 after acquiring an additional 742,887 shares during the last quarter. Cerity Partners LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 4,670.8% during the 4th quarter. Cerity Partners LLC now owns 4,298,526 shares of the company’s stock valued at $200,397,000 after acquiring an additional 4,208,425 shares during the last quarter. Avantax Planning Partners Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 2.5% during the 3rd quarter. Avantax Planning Partners Inc. now owns 3,288,681 shares of the company’s stock valued at $145,458,000 after acquiring an additional 78,919 shares during the last quarter. Ameriprise Financial Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 8.3% during the 3rd quarter. Ameriprise Financial Inc. now owns 3,255,637 shares of the company’s stock valued at $144,052,000 after acquiring an additional 249,045 shares during the last quarter. Finally, Financial Engines Advisors L.L.C. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 5.1% during the 3rd quarter. Financial Engines Advisors L.L.C. now owns 2,586,335 shares of the company’s stock valued at $114,394,000 after acquiring an additional 126,088 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.2 %

Shares of SCHZ stock traded up $0.10 on Friday, hitting $44.77. 381,592 shares of the stock traded hands, compared to its average volume of 881,711. The firm’s 50-day moving average price is $45.51 and its two-hundred day moving average price is $45.40. Schwab U.S. Aggregate Bond ETF has a twelve month low of $43.05 and a twelve month high of $47.26.

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.