Ballast Advisors LLC Buys 3,789 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Ballast Advisors LLC lifted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.3% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 91,810 shares of the company’s stock after acquiring an additional 3,789 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for about 0.6% of Ballast Advisors LLC’s investment portfolio, making the stock its 26th largest position. Ballast Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,134,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Roundview Capital LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 1.3% during the first quarter. Roundview Capital LLC now owns 34,306 shares of the company’s stock valued at $795,000 after purchasing an additional 443 shares during the last quarter. Lansing Street Advisors grew its stake in Schwab U.S. Aggregate Bond ETF by 2.8% in the 2nd quarter. Lansing Street Advisors now owns 16,345 shares of the company’s stock valued at $380,000 after buying an additional 447 shares during the last quarter. Seek First Inc. grew its stake in Schwab U.S. Aggregate Bond ETF by 2.0% in the 2nd quarter. Seek First Inc. now owns 23,241 shares of the company’s stock valued at $540,000 after buying an additional 458 shares during the last quarter. Modera Wealth Management LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 0.8% in the 1st quarter. Modera Wealth Management LLC now owns 56,007 shares of the company’s stock worth $1,297,000 after acquiring an additional 469 shares during the period. Finally, RBA Wealth Management LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 2.9% during the 2nd quarter. RBA Wealth Management LLC now owns 17,643 shares of the company’s stock worth $410,000 after acquiring an additional 491 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Up 0.1%

Shares of NYSEARCA:SCHZ opened at $23.67 on Friday. The stock’s 50-day moving average is $23.44 and its 200-day moving average is $23.14. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.43 and a 52-week high of $23.71.

About Schwab U.S. Aggregate Bond ETF

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.