Ascent Group LLC Boosts Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Ascent Group LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 55.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 83,353 shares of the company’s stock after acquiring an additional 29,609 shares during the quarter. Ascent Group LLC owned about 0.05% of Schwab U.S. Aggregate Bond ETF worth $3,799,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in SCHZ. SageView Advisory Group LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 47.8% in the fourth quarter. SageView Advisory Group LLC now owns 164,866 shares of the company’s stock valued at $7,640,000 after purchasing an additional 53,349 shares during the last quarter. Envestnet Asset Management Inc. grew its position in Schwab U.S. Aggregate Bond ETF by 20.2% in the 4th quarter. Envestnet Asset Management Inc. now owns 2,351,503 shares of the company’s stock worth $109,627,000 after purchasing an additional 395,113 shares during the last quarter. Goldman Sachs Group Inc. grew its position in Schwab U.S. Aggregate Bond ETF by 34.3% in the 4th quarter. Goldman Sachs Group Inc. now owns 2,507,416 shares of the company’s stock worth $116,896,000 after purchasing an additional 640,151 shares during the last quarter. EP Wealth Advisors LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the 4th quarter worth about $384,000. Finally, PNC Financial Services Group Inc. grew its position in Schwab U.S. Aggregate Bond ETF by 1,025.2% in the 4th quarter. PNC Financial Services Group Inc. now owns 1,294 shares of the company’s stock worth $60,000 after purchasing an additional 1,179 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA SCHZ opened at $47.62 on Friday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $43.05 and a 52 week high of $48.30. The company has a 50-day moving average price of $47.08 and a two-hundred day moving average price of $46.04.

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.