Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Bought by Curbstone Financial Management Corp

Curbstone Financial Management Corp grew its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 3.2% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 128,100 shares of the company’s stock after purchasing an additional 4,000 shares during the period. Curbstone Financial Management Corp’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,967,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. JPMorgan Chase & Co. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 85.2% during the fourth quarter. JPMorgan Chase & Co. now owns 11,720,512 shares of the company’s stock worth $266,056,000 after purchasing an additional 5,390,455 shares during the period. Ameriprise Financial Inc. raised its holdings in shares of 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 worth $195,933,000 after purchasing an additional 4,481,369 shares during the period. Avantax Planning Partners Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 107.7% during the fourth quarter. Avantax Planning Partners Inc. now owns 6,511,229 shares of the company’s stock worth $147,805,000 after purchasing an additional 3,375,950 shares during the period. Rockbridge Investment Management LCC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 120.1% during the fourth quarter. Rockbridge Investment Management LCC now owns 6,270,198 shares of the company’s stock worth $142,334,000 after purchasing an additional 3,421,595 shares during the period. Finally, Financial Engines Advisors L.L.C. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 100.8% in the 4th quarter. Financial Engines Advisors L.L.C. now owns 5,070,153 shares of the company’s stock worth $115,092,000 after acquiring an additional 2,545,098 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Up 0.1%

SCHZ stock opened at $22.84 on Wednesday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.43 and a fifty-two week high of $24.15. The firm’s 50-day simple moving average is $22.90 and its 200 day simple moving average is $22.92.

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.