Total Wealth Planning LLC Has $52.69 Million Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Total Wealth Planning LLC increased its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 17.1% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,145,355 shares of the company’s stock after purchasing an additional 166,999 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up approximately 9.1% of Total Wealth Planning LLC’s investment portfolio, making the stock its 2nd biggest position. Total Wealth Planning LLC owned approximately 0.69% of Schwab U.S. Aggregate Bond ETF worth $52,686,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently bought and sold shares of the stock. Charles Schwab Investment Management Inc. lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 9.0% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 26,820,056 shares of the company’s stock valued at $1,250,351,000 after buying an additional 2,206,210 shares in the last quarter. Cerity Partners LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 4,670.8% in the 4th quarter. Cerity Partners LLC now owns 4,298,526 shares of the company’s stock worth $200,397,000 after purchasing an additional 4,208,425 shares in the last quarter. Ameriprise Financial Inc. lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 8.3% in the third quarter. Ameriprise Financial Inc. now owns 3,255,637 shares of the company’s stock worth $144,052,000 after buying an additional 249,045 shares in the last quarter. Goldman Sachs Group Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 34.3% during the fourth quarter. Goldman Sachs Group Inc. now owns 2,507,416 shares of the company’s stock worth $116,896,000 after acquiring an additional 640,151 shares during the last quarter. Finally, JPMorgan Chase & Co. grew its stake in Schwab U.S. Aggregate Bond ETF by 4,218.2% during the third quarter. JPMorgan Chase & Co. now owns 2,419,519 shares of the company’s stock valued at $107,015,000 after acquiring an additional 2,363,488 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.3 %

Shares of SCHZ stock opened at $45.32 on Wednesday. The company’s fifty day simple moving average is $45.40 and its two-hundred day simple moving average is $45.72. Schwab U.S. Aggregate Bond ETF has a 52 week low of $43.05 and a 52 week high of $47.00.

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.