Investment Planning Advisors Inc. Acquires 10,387 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Investment Planning Advisors Inc. raised its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 101.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 20,600 shares of the company’s stock after acquiring an additional 10,387 shares during the quarter. Investment Planning Advisors Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $468,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in SCHZ. Great Waters Wealth Management boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.4% during the third quarter. Great Waters Wealth Management now owns 24,634 shares of the company’s stock valued at $1,171,000 after purchasing an additional 329 shares in the last quarter. Western Financial Corp CA boosted its position in Schwab U.S. Aggregate Bond ETF by 2.1% during the 3rd quarter. Western Financial Corp CA now owns 22,318 shares of the company’s stock worth $1,061,000 after buying an additional 454 shares during the period. Twele Capital Management Inc. increased its position in Schwab U.S. Aggregate Bond ETF by 1.8% in the 3rd quarter. Twele Capital Management Inc. now owns 26,181 shares of the company’s stock valued at $1,244,000 after acquiring an additional 459 shares during the period. RDA Financial Network raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.7% during the third quarter. RDA Financial Network now owns 28,726 shares of the company’s stock valued at $1,365,000 after acquiring an additional 475 shares during the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 5.7% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 8,890 shares of the company’s stock worth $423,000 after purchasing an additional 480 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA SCHZ opened at $22.86 on Tuesday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve month high of $24.15. The stock has a fifty day simple moving average of $22.86 and a 200 day simple moving average of $23.20.

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.