Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Purchased by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 25.1% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,379,148 shares of the company’s stock after purchasing an additional 476,622 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for about 5.6% of Wealth Enhancement Advisory Services LLC’s investment portfolio, making the stock its 5th biggest holding. Wealth Enhancement Advisory Services LLC owned 1.91% of Schwab U.S. Aggregate Bond ETF worth $125,976,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Reston Wealth Management LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 0.7% in the second quarter. Reston Wealth Management LLC now owns 29,265 shares of the company’s stock valued at $1,551,000 after buying an additional 214 shares during the last quarter. Optimum Investment Advisors lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 22.2% in the first quarter. Optimum Investment Advisors now owns 1,251 shares of the company’s stock valued at $65,000 after buying an additional 227 shares during the last quarter. Market Street Wealth Management Advisors LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 2.4% in the second quarter. Market Street Wealth Management Advisors LLC now owns 9,707 shares of the company’s stock valued at $514,000 after buying an additional 232 shares during the last quarter. Harborview Advisors LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 4.3% in the first quarter. Harborview Advisors LLC now owns 5,886 shares of the company’s stock valued at $305,000 after buying an additional 244 shares during the last quarter. Finally, Weik Capital Management lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 6.7% in the first quarter. Weik Capital Management now owns 5,040 shares of the company’s stock valued at $261,000 after buying an additional 315 shares during the last quarter.

Shares of SCHZ traded up $0.16 during mid-day trading on Thursday, reaching $54.06. The company’s stock had a trading volume of 3,250 shares, compared to its average volume of 610,668. Schwab U.S. Aggregate Bond ETF has a 1-year low of $49.47 and a 1-year high of $53.94. The business’s 50-day moving average price is $53.07.

Further Reading: How Do You Calculate Return on Investment (ROI)?

Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ).

Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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