Tempus Wealth Planning LLC Raises Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Tempus Wealth Planning LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 118.4% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 293,536 shares of the company’s stock after purchasing an additional 159,146 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises 2.0% of Tempus Wealth Planning LLC’s portfolio, making the stock its 9th largest holding. Tempus Wealth Planning LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $6,663,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of the company. Archer Investment Corp acquired a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $26,000. Sound Income Strategies LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth $35,000. Godsey & Gibb Inc. bought a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth $36,000. Westside Investment Management Inc. raised its stake in Schwab U.S. Aggregate Bond ETF by 100.0% during the 4th quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock valued at $25,000 after purchasing an additional 558 shares during the last quarter. Finally, Bristlecone Advisors LLC bought a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $56,000.

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

Shares of SCHZ opened at $22.76 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.26 and a 52 week high of $24.15. The company has a 50-day simple moving average of $22.85 and a 200-day simple moving average of $23.19.

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.