Schwab U.S. Aggregate Bond ETF $SCHZ is McAdam LLC’s 10th Largest Position

McAdam LLC grew its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.2% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 1,779,505 shares of the company’s stock after acquiring an additional 72,453 shares during the period. Schwab U.S. Aggregate Bond ETF comprises 2.1% of McAdam LLC’s investment portfolio, making the stock its 10th biggest holding. McAdam LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $41,765,000 as of its most recent filing with the SEC.

Several other large investors have also recently made changes to their positions in the stock. Daymark Wealth Partners LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 343.5% in the 2nd quarter. Daymark Wealth Partners LLC now owns 1,175,683 shares of the company’s stock valued at $27,323,000 after purchasing an additional 910,577 shares during the last quarter. Cardinal Point Capital Management ULC lifted its stake in Schwab U.S. Aggregate Bond ETF by 6,517.7% during the second quarter. Cardinal Point Capital Management ULC now owns 635,697 shares of the company’s stock worth $14,774,000 after purchasing an additional 626,091 shares in the last quarter. AlphaStar Capital Management LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the second quarter worth $13,996,000. Rockbridge Investment Management LCC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 6.9% in the second quarter. Rockbridge Investment Management LCC now owns 7,382,880 shares of the company’s stock valued at $171,578,000 after buying an additional 477,759 shares in the last quarter. Finally, Duncan Williams Asset Management LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the second quarter valued at $10,799,000.

Schwab U.S. Aggregate Bond ETF Trading Down 0.3%

SCHZ stock opened at $23.33 on Wednesday. The business’s fifty day moving average price is $23.43 and its 200 day moving average price is $23.37. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.52 and a 12-month high of $23.71.

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.