Regal Investment Advisors LLC Acquires 6,308 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Regal Investment Advisors LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 29.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 28,017 shares of the company’s stock after purchasing an additional 6,308 shares during the period. Regal Investment Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,277,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Goldman Sachs Group Inc. lifted its stake in shares of 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 valued at $116,896,000 after acquiring an additional 640,151 shares during the last quarter. Envestnet Asset Management Inc. lifted its stake in shares of 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 valued at $109,627,000 after acquiring an additional 395,113 shares during the last quarter. McAdam LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 4.9% in the 2nd quarter. McAdam LLC now owns 1,707,663 shares of the company’s stock valued at $77,835,000 after acquiring an additional 80,462 shares during the last quarter. Charles Schwab Trust Co lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 20.6% in the 1st quarter. Charles Schwab Trust Co now owns 1,409,246 shares of the company’s stock valued at $64,825,000 after acquiring an additional 240,936 shares during the last quarter. Finally, Total Wealth Planning LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 17.1% in the 1st quarter. Total Wealth Planning LLC now owns 1,145,355 shares of the company’s stock valued at $52,686,000 after acquiring an additional 166,999 shares during the last quarter.

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

Shares of SCHZ opened at $47.52 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $43.05 and a 52 week high of $48.30. The stock has a fifty day moving average of $47.08 and a 200-day moving average of $46.04.

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.