1,240,583 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ Purchased by James J. Burns & Company LLC

James J. Burns & Company LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 1,240,583 shares of the company’s stock, valued at approximately $27,417,000. Schwab U.S. Aggregate Bond ETF accounts for approximately 2.9% of James J. Burns & Company LLC’s holdings, making the stock its 8th largest holding.

A number of other hedge funds also recently bought and sold shares of SCHZ. Rockbridge Investment Management LCC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 8.2% in the first quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock worth $225,085,000 after buying an additional 735,662 shares during the period. Avantax Planning Partners Inc. increased its position in shares of Schwab U.S. Aggregate Bond ETF by 3.5% in the first quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock worth $179,042,000 after acquiring an additional 263,321 shares in the last quarter. Charles Schwab Trust Co increased its position in shares of 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 acquiring an additional 186,945 shares in the last quarter. Envestnet Asset Management Inc. increased its position in shares of 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 acquiring an additional 188,635 shares in the last quarter. Finally, Oarsman Capital Inc. raised its holdings in shares of 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 valued at $77,604,000 after acquiring an additional 3,221,648 shares during the period.

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

Shares of SCHZ stock traded down $0.04 during trading hours on Friday, reaching $22.42. 1,613,924 shares of the stock traded hands, compared to its average volume of 2,284,856. Schwab U.S. Aggregate Bond ETF has a 1-year low of $21.92 and a 1-year high of $23.73. The business has a fifty day moving average price of $22.43 and a 200 day moving average price of $22.83.

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.