Breakthru Advisory Services LLC Makes New Investment in Schwab U.S. Aggregate Bond ETF $SCHZ

Breakthru Advisory Services LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, HoldingsChannel.com reports. The fund acquired 355,327 shares of the company’s stock, valued at approximately $8,340,000. Schwab U.S. Aggregate Bond ETF makes up approximately 5.5% of Breakthru Advisory Services LLC’s portfolio, making the stock its 6th largest position.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Lansing Street Advisors lifted its holdings in shares of 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 worth $380,000 after buying an additional 447 shares in the last quarter. Seek First Inc. increased its holdings 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 acquiring an additional 458 shares during the last quarter. RBA Wealth Management LLC lifted its stake in 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 worth $410,000 after purchasing an additional 491 shares in the last quarter. Zhang Financial LLC lifted its stake in 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 worth $2,263,000 after purchasing an additional 512 shares in the last quarter. Finally, Avidian Wealth Enterprises LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 0.6% during the 2nd quarter. Avidian Wealth Enterprises LLC now owns 89,656 shares of the company’s stock valued at $2,084,000 after purchasing an additional 529 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.36 on Friday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.43 and a twelve month high of $23.71. The business has a 50-day moving average price of $23.50 and a 200-day moving average price of $23.30.

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.