Rainey & Randall Wealth Advisors Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 3,131,479 shares of the company’s stock, valued at approximately $69,206,000. Schwab U.S. Aggregate Bond ETF comprises about 10.6% of Rainey & Randall Wealth Advisors Inc.’s holdings, making the stock its 3rd largest holding. Rainey & Randall Wealth Advisors Inc. owned approximately 0.65% of Schwab U.S. Aggregate Bond ETF as of its most recent SEC filing.
Several other large investors have also modified their holdings of SCHZ. Vantagepoint Investment Advisers LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at about $346,999,000. Rockbridge Investment Management LCC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 8.2% during the first quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock valued at $225,085,000 after purchasing an additional 735,662 shares during the period. Avantax Planning Partners Inc. raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.5% in the 1st quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock valued at $179,042,000 after buying an additional 263,321 shares in the last quarter. Charles Schwab Trust Co raised its position in Schwab U.S. Aggregate Bond ETF by 2.9% in the second quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock worth $152,702,000 after purchasing an additional 186,945 shares in the last quarter. Finally, Envestnet Asset Management Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 5.7% in the 2nd quarter. Envestnet Asset Management Inc. now owns 3,483,103 shares of the company’s stock worth $80,564,000 after buying an additional 188,635 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of NYSEARCA SCHZ opened at $22.45 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $21.92 and a 52-week high of $23.73. The business has a fifty day moving average of $22.43 and a two-hundred day moving average of $23.00.
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.
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