Creative Planning Increases Stock Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Creative Planning raised its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 6.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 429,252 shares of the company’s stock after acquiring an additional 24,257 shares during the quarter. Creative Planning owned approximately 0.11% of Schwab U.S. Aggregate Bond ETF worth $9,976,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of SCHZ. JPMorgan Chase & Co. raised its position in Schwab U.S. Aggregate Bond ETF by 4.7% during the 1st quarter. JPMorgan Chase & Co. now owns 12,267,223 shares of the company’s stock valued at $284,109,000 after purchasing an additional 546,711 shares during the last quarter. Charles Schwab Trust Co increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.2% during the second quarter. Charles Schwab Trust Co now owns 5,587,068 shares of the company’s stock valued at $129,843,000 after buying an additional 175,554 shares during the period. Envestnet Asset Management Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.4% during the second quarter. Envestnet Asset Management Inc. now owns 4,002,318 shares of the company’s stock valued at $93,014,000 after acquiring an additional 94,200 shares in the last quarter. Total Wealth Planning LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 1.6% in the second quarter. Total Wealth Planning LLC now owns 3,807,960 shares of the company’s stock worth $88,497,000 after acquiring an additional 60,167 shares during the period. Finally, HighTower Advisors LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 3.1% in the first quarter. HighTower Advisors LLC now owns 3,186,597 shares of the company’s stock valued at $73,802,000 after acquiring an additional 95,060 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.42 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.43 and a 12-month high of $23.71. The company’s fifty day simple moving average is $23.51 and its two-hundred day simple moving average is $23.21.

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.