ZynergyRetirementPlanningLLC Purchases 1,748,706 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

ZynergyRetirementPlanningLLC acquired a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, HoldingsChannel reports. The fund acquired 1,748,706 shares of the company’s stock, valued at approximately $38,646,000. Schwab U.S. Aggregate Bond ETF comprises 20.7% of ZynergyRetirementPlanningLLC’s investment portfolio, making the stock its 2nd biggest holding.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Rockbridge Investment Management LCC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 8.2% in the 1st quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock valued at $225,085,000 after purchasing an additional 735,662 shares in the last quarter. Avantax Planning Partners Inc. increased its holdings in Schwab U.S. Aggregate Bond ETF by 3.5% during the first quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock valued at $179,042,000 after buying an additional 263,321 shares during the period. Charles Schwab Trust Co raised its stake in Schwab U.S. Aggregate Bond ETF by 2.9% in the second quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock worth $152,702,000 after buying an additional 186,945 shares in the last quarter. Envestnet Asset Management Inc. raised its stake in Schwab U.S. Aggregate Bond ETF by 5.7% in the second quarter. Envestnet Asset Management Inc. now owns 3,483,103 shares of the company’s stock worth $80,564,000 after buying an additional 188,635 shares in the last quarter. Finally, Oarsman Capital Inc. lifted its holdings in Schwab U.S. Aggregate Bond ETF by 2,413.9% during the second quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock worth $77,604,000 after buying an additional 3,221,648 shares during the period.

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

Shares of NYSEARCA:SCHZ traded up $0.07 on Thursday, reaching $22.10. The company had a trading volume of 2,996,796 shares, compared to its average volume of 2,276,615. Schwab U.S. Aggregate Bond ETF has a 52-week low of $21.92 and a 52-week high of $23.73. The firm’s 50 day simple moving average is $22.56 and its 200-day simple moving average is $22.90.

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.