Sculati Wealth Management LLC Buys New Stake in Schwab U.S. Aggregate Bond ETF $SCHZ

Sculati Wealth Management LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 2nd quarter, Holdings Channel.com reports. The fund purchased 18,603 shares of the company’s stock, valued at approximately $432,000.

Other institutional investors have also modified their holdings of the company. Cetera Investment Advisers raised its position in Schwab U.S. Aggregate Bond ETF by 9.4% during the second quarter. Cetera Investment Advisers now owns 662,146 shares of the company’s stock valued at $15,388,000 after acquiring an additional 56,795 shares in the last quarter. Creative Planning grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 6.0% during the 2nd quarter. Creative Planning now owns 429,252 shares of the company’s stock worth $9,976,000 after purchasing an additional 24,257 shares during the period. Foundations Investment Advisors LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 8.8% during the 2nd quarter. Foundations Investment Advisors LLC now owns 124,921 shares of the company’s stock worth $2,903,000 after purchasing an additional 10,067 shares during the period. Omega Financial Group LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 7.9% during the 2nd quarter. Omega Financial Group LLC now owns 105,788 shares of the company’s stock valued at $2,459,000 after purchasing an additional 7,734 shares in the last quarter. Finally, Kaizen Financial Strategies lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 13.5% in the 2nd quarter. Kaizen Financial Strategies now owns 10,060 shares of the company’s stock valued at $234,000 after purchasing an additional 1,200 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA SCHZ opened at $23.40 on Friday. The company’s fifty day moving average price is $23.52 and its 200 day moving average price is $23.20. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.43 and a 1 year high of $23.71.

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.