Schwab U.S. Aggregate Bond ETF $SCHZ Shares Bought by Phil A. Younker & Associates Ltd.

Phil A. Younker & Associates Ltd. lifted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 41.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,205,971 shares of the company’s stock after acquiring an additional 355,717 shares during the period. Schwab U.S. Aggregate Bond ETF makes up approximately 21.7% of Phil A. Younker & Associates Ltd.’s holdings, making the stock its biggest holding. Phil A. Younker & Associates Ltd. owned 0.31% of Schwab U.S. Aggregate Bond ETF worth $28,304,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Lansing Street Advisors increased its stake in Schwab U.S. Aggregate Bond ETF by 2.8% in the second quarter. Lansing Street Advisors now owns 16,345 shares of the company’s stock valued at $380,000 after purchasing an additional 447 shares in the last quarter. Seek First Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 2.0% during the second quarter. Seek First Inc. now owns 23,241 shares of the company’s stock worth $540,000 after purchasing an additional 458 shares in the last quarter. RBA Wealth Management LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.9% in the 2nd quarter. RBA Wealth Management LLC now owns 17,643 shares of the company’s stock valued at $410,000 after buying an additional 491 shares during the period. Zhang Financial LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 0.5% in the 2nd quarter. Zhang Financial LLC now owns 97,380 shares of the company’s stock valued at $2,263,000 after buying an additional 512 shares in the last quarter. Finally, Avidian Wealth Enterprises LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 0.6% in the 2nd quarter. Avidian Wealth Enterprises LLC now owns 89,656 shares of the company’s stock valued at $2,084,000 after buying an additional 529 shares in the last quarter.

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

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.44 on Friday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.43 and a 12 month high of $23.71. The stock’s fifty day simple moving average is $23.43 and its 200 day simple moving average is $23.35.

Schwab U.S. Aggregate Bond ETF Company 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.