Rockbridge Investment Management LCC grew its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 12.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,957,935 shares of the company’s stock after purchasing an additional 999,097 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up about 19.5% of Rockbridge Investment Management LCC’s holdings, making the stock its largest position. Rockbridge Investment Management LCC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $209,347,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors also recently modified their holdings of SCHZ. Brighton Jones LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $317,000. AQR Capital Management LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 15.9% in the first quarter. AQR Capital Management LLC now owns 14,212 shares of the company’s stock valued at $329,000 after purchasing an additional 1,948 shares in the last quarter. Focus Partners Wealth lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 28.9% in the first quarter. Focus Partners Wealth now owns 28,189 shares of the company’s stock valued at $653,000 after purchasing an additional 6,326 shares in the last quarter. Diversify Advisory Services LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the second quarter valued at approximately $3,099,000. Finally, Raymond James Financial Inc. lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 35.9% in the second quarter. Raymond James Financial Inc. now owns 865,452 shares of the company’s stock valued at $20,113,000 after purchasing an additional 228,444 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Performance
SCHZ stock opened at $23.07 on Wednesday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.64 and a twelve month high of $23.73. The stock’s 50 day moving average is $23.25 and its 200-day moving average is $23.39.
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.
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