Creative Financial Designs Inc. ADV Increases Stock Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Creative Financial Designs Inc. ADV raised its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.7% during the second quarter, Holdings Channel.com reports. The firm owned 265,566 shares of the company’s stock after purchasing an additional 11,927 shares during the quarter. Creative Financial Designs Inc. ADV’s holdings in Schwab U.S. Aggregate Bond ETF were worth $6,172,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in the business. JPMorgan Chase & Co. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 4.7% in the 1st quarter. JPMorgan Chase & Co. now owns 12,267,223 shares of the company’s stock valued at $284,109,000 after purchasing an additional 546,711 shares in the last quarter. Avantax Planning Partners Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 4.2% during the 1st quarter. Avantax Planning Partners Inc. now owns 6,787,890 shares of the company’s stock valued at $157,208,000 after acquiring an additional 276,661 shares during the period. Charles Schwab Trust Co lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 3.2% during the 2nd quarter. Charles Schwab Trust Co now owns 5,587,068 shares of the company’s stock valued at $129,843,000 after acquiring an additional 175,554 shares during the period. Envestnet Asset Management Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 2.4% during the 2nd quarter. Envestnet Asset Management Inc. now owns 4,002,318 shares of the company’s stock valued at $93,014,000 after acquiring an additional 94,200 shares during the period. Finally, Total Wealth Planning LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 1.6% during the 2nd quarter. Total Wealth Planning LLC now owns 3,807,960 shares of the company’s stock valued at $88,497,000 after acquiring an additional 60,167 shares during the period.

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

SCHZ stock opened at $23.54 on Friday. The firm has a 50 day moving average of $23.48 and a 200-day moving average of $23.16. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.43 and a 12-month high of $23.71.

About Schwab U.S. Aggregate Bond ETF

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.