Successful Portfolios LLC Purchases 2,122 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Successful Portfolios LLC lifted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 7.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 30,886 shares of the company’s stock after buying an additional 2,122 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises approximately 1.6% of Successful Portfolios LLC’s holdings, making the stock its 12th biggest position. Successful Portfolios LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,663,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in the stock. ACR Alpine Capital Research LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.1% in the second quarter. ACR Alpine Capital Research LLC now owns 17,781 shares of the company’s stock valued at $942,000 after buying an additional 191 shares in the last quarter. Gradient Investments LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 0.7% during the third quarter. Gradient Investments LLC now owns 28,148 shares of the company’s stock worth $1,516,000 after buying an additional 191 shares in the last quarter. Burt Wealth Advisors lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.3% during the second quarter. Burt Wealth Advisors now owns 8,564 shares of the company’s stock worth $454,000 after buying an additional 193 shares in the last quarter. Reston Wealth Management LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 0.7% during the second quarter. Reston Wealth Management LLC now owns 29,265 shares of the company’s stock worth $1,551,000 after buying an additional 214 shares in the last quarter. Finally, Opus Capital Group LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 5.2% during the second quarter. Opus Capital Group LLC now owns 4,569 shares of the company’s stock worth $242,000 after buying an additional 226 shares in the last quarter.

Shares of SCHZ traded down $0.18 during midday trading on Friday, reaching $53.60. 14,184 shares of the stock were exchanged, compared to its average volume of 583,655. Schwab U.S. Aggregate Bond ETF has a twelve month low of $49.47 and a twelve month high of $54.38. The stock’s 50 day simple moving average is $53.89 and its 200 day simple moving average is $52.78.

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Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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