ZynergyRetirementPlanningLLC Purchases 602,579 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

ZynergyRetirementPlanningLLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 107.2% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,164,805 shares of the company’s stock after purchasing an additional 602,579 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for about 18.8% of ZynergyRetirementPlanningLLC’s investment portfolio, making the stock its 2nd biggest holding. ZynergyRetirementPlanningLLC owned about 0.31% of Schwab U.S. Aggregate Bond ETF worth $26,441,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Blair William & Co. IL lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 124.4% in the fourth quarter. Blair William & Co. IL now owns 1,214 shares of the company’s stock valued at $28,000 after purchasing an additional 673 shares in the last quarter. Tucker Asset Management LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 4,529.6% in the 4th quarter. Tucker Asset Management LLC now owns 1,250 shares of the company’s stock valued at $28,000 after acquiring an additional 1,223 shares during the period. Concourse Financial Group Securities Inc. increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 100.0% during the 4th quarter. Concourse Financial Group Securities Inc. now owns 2,010 shares of the company’s stock worth $46,000 after purchasing an additional 1,005 shares during the last quarter. Main Street Group LTD raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 87.1% in the 4th quarter. Main Street Group LTD now owns 2,576 shares of the company’s stock valued at $58,000 after purchasing an additional 1,199 shares during the period. Finally, Townsend Asset Management Corp NC ADV lifted its stake in Schwab U.S. Aggregate Bond ETF by 102.2% in the 4th quarter. Townsend Asset Management Corp NC ADV now owns 2,622 shares of the company’s stock valued at $60,000 after purchasing an additional 1,325 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:SCHZ opened at $23.19 on Friday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.43 and a 12-month high of $24.15. The stock’s 50 day moving average price is $22.92 and its two-hundred day moving average price is $22.91.

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.