Foundations Investment Advisors LLC Increases Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Foundations Investment Advisors LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 7.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 114,854 shares of the company’s stock after buying an additional 8,274 shares during the quarter. Foundations Investment Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,660,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of SCHZ. Ameriprise Financial Inc. increased its stake in Schwab U.S. Aggregate Bond ETF by 108.0% during the fourth quarter. Ameriprise Financial Inc. now owns 8,631,799 shares of the company’s stock valued at $195,933,000 after purchasing an additional 4,481,369 shares during the last quarter. Avantax Planning Partners Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 4.2% during the first quarter. Avantax Planning Partners Inc. now owns 6,787,890 shares of the company’s stock worth $157,208,000 after buying an additional 276,661 shares during the period. Envestnet Asset Management Inc. lifted its holdings in Schwab U.S. Aggregate Bond ETF by 115.5% in the fourth quarter. Envestnet Asset Management Inc. now owns 4,412,953 shares of the company’s stock worth $100,174,000 after purchasing an additional 2,365,367 shares during the period. OneDigital Investment Advisors LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 156.6% in the 4th quarter. OneDigital Investment Advisors LLC now owns 4,245,657 shares of the company’s stock worth $96,376,000 after acquiring an additional 2,591,040 shares during the period. Finally, Total Wealth Planning LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 5.0% during the 1st quarter. Total Wealth Planning LLC now owns 3,747,793 shares of the company’s stock valued at $86,799,000 after purchasing an additional 178,624 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.5%

Shares of NYSEARCA:SCHZ opened at $23.15 on Wednesday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.43 and a one year high of $24.15. The stock has a fifty day moving average of $22.97 and a 200-day moving average of $22.95.

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.