Ascentis Independent Advisors Raises Stock Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Ascentis Independent Advisors boosted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 179.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 40,639 shares of the company’s stock after purchasing an additional 26,089 shares during the quarter. Ascentis Independent Advisors’ holdings in Schwab U.S. Aggregate Bond ETF were worth $944,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in SCHZ. Mokosak Advisory Group LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 7.3% during the 1st quarter. Mokosak Advisory Group LLC now owns 1,235,661 shares of the company’s stock worth $28,692,000 after acquiring an additional 83,583 shares in the last quarter. Peak Financial Management Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 11.3% in the 1st quarter. Peak Financial Management Inc. now owns 393,380 shares of the company’s stock worth $9,134,000 after purchasing an additional 40,002 shares in the last quarter. NBT Bank N A NY boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 0.7% in the 1st quarter. NBT Bank N A NY now owns 76,663 shares of the company’s stock worth $1,780,000 after purchasing an additional 566 shares in the last quarter. Revisor Wealth Management LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 7.7% during the 1st quarter. Revisor Wealth Management LLC now owns 797,226 shares of the company’s stock worth $18,512,000 after buying an additional 56,943 shares during the last quarter. Finally, Latitude Advisors LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 10.2% during the 1st quarter. Latitude Advisors LLC now owns 53,778 shares of the company’s stock worth $1,249,000 after buying an additional 4,994 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Down 0.5%

Schwab U.S. Aggregate Bond ETF stock opened at $22.95 on Wednesday. The stock has a 50-day moving average of $23.08 and a two-hundred day moving average of $23.27. Schwab U.S. Aggregate Bond ETF has a one year low of $22.77 and a one year high of $23.73.

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.