Avantax Planning Partners Inc. Raises Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Avantax Planning Partners Inc. lifted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 3.5% in the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 7,710,661 shares of the company’s stock after purchasing an additional 263,321 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises 4.9% of Avantax Planning Partners Inc.’s portfolio, making the stock its 4th biggest holding. Avantax Planning Partners Inc. owned about 1.78% of Schwab U.S. Aggregate Bond ETF worth $179,042,000 as of its most recent filing with the SEC.

A number of other large investors have also recently made changes to their positions in SCHZ. JPMorgan Chase & Co. grew its holdings in Schwab U.S. Aggregate Bond ETF by 3.7% during the 4th quarter. JPMorgan Chase & Co. now owns 12,588,220 shares of the company’s stock worth $294,187,000 after acquiring an additional 451,820 shares in the last quarter. Rockbridge Investment Management LCC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 12.6% in the fourth quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock worth $209,347,000 after acquiring an additional 999,097 shares during the period. Ameriprise Financial Inc. lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.3% in the 2nd quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock valued at $173,387,000 after buying an additional 98,660 shares during the period. Charles Schwab Trust Co boosted its position in Schwab U.S. Aggregate Bond ETF by 4.5% in the 4th quarter. Charles Schwab Trust Co now owns 6,215,188 shares of the company’s stock worth $145,249,000 after purchasing an additional 268,364 shares in the last quarter. Finally, Financial Engines Advisors L.L.C. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 10.7% during the third quarter. Financial Engines Advisors L.L.C. now owns 5,427,583 shares of the company’s stock worth $127,385,000 after buying an additional 524,573 shares in the last quarter.

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

SCHZ opened at $22.86 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.77 and a 52-week high of $23.73. The firm’s fifty day simple moving average is $23.06 and its two-hundred day simple moving average is $23.26.

Schwab U.S. Aggregate Bond ETF Company 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.