Janiczek Wealth Management LLC Buys 8,714 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Janiczek Wealth Management LLC grew its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 13.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 75,133 shares of the company’s stock after acquiring an additional 8,714 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for about 0.7% of Janiczek Wealth Management LLC’s investment portfolio, making the stock its 21st biggest position. Janiczek Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,456,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently modified their holdings of the stock. Revolve Wealth Partners LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.6% in the first quarter. Revolve Wealth Partners LLC now owns 281,529 shares of the company’s stock worth $12,950,000 after acquiring an additional 9,823 shares during the last quarter. Northeast Financial Group Inc. lifted its holdings in Schwab U.S. Aggregate Bond ETF by 16.1% in the first quarter. Northeast Financial Group Inc. now owns 111,751 shares of the company’s stock valued at $5,141,000 after buying an additional 15,477 shares during the period. Bowman & Co S.C. lifted its holdings in Schwab U.S. Aggregate Bond ETF by 1.4% in the first quarter. Bowman & Co S.C. now owns 26,483 shares of the company’s stock valued at $1,218,000 after buying an additional 362 shares during the period. Twele Capital Management Inc. raised its holdings in Schwab U.S. Aggregate Bond ETF by 6.8% in the first quarter. Twele Capital Management Inc. now owns 25,028 shares of the company’s stock worth $1,151,000 after purchasing an additional 1,599 shares during the period. Finally, Affinity Capital Advisors LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 46.4% in the first quarter. Affinity Capital Advisors LLC now owns 132,424 shares of the company’s stock worth $6,092,000 after purchasing an additional 41,992 shares during the period.

Schwab U.S. Aggregate Bond ETF Trading Up 0.2 %

SCHZ traded up $0.11 during mid-day trading on Thursday, hitting $45.81. The stock had a trading volume of 129,205 shares, compared to its average volume of 750,576. The stock’s fifty day simple moving average is $45.35 and its 200-day simple moving average is $45.74. Schwab U.S. Aggregate Bond ETF has a 1-year low of $43.05 and a 1-year high of $47.00.

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.