Rockbridge Investment Management LCC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 8.2% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 9,693,597 shares of the company’s stock after acquiring an additional 735,662 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up approximately 20.2% of Rockbridge Investment Management LCC’s holdings, making the stock its biggest holding. Rockbridge Investment Management LCC owned about 2.24% of Schwab U.S. Aggregate Bond ETF worth $225,085,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also recently modified their holdings of SCHZ. Newport Capital Group LLC purchased a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth $25,000. Godfrey Financial Associates Inc. bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth $25,000. LGT Financial Advisors LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 868.6% during the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock worth $28,000 after buying an additional 1,051 shares in the last quarter. Gilpin Wealth Management LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at $28,000. Finally, PNC Financial Services Group Inc. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the first quarter valued at about $37,000.
Schwab U.S. Aggregate Bond ETF Stock Up 0.1%
NYSEARCA:SCHZ opened at $22.79 on Friday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.73 and a 1-year high of $23.73. The company has a 50-day moving average of $23.02 and a 200 day moving average of $23.23.
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.
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