James J. Burns & Company LLC Has $15.08 Million Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

James J. Burns & Company LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 141.4% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 664,069 shares of the company’s stock after buying an additional 389,002 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for approximately 2.6% of James J. Burns & Company LLC’s holdings, making the stock its 8th biggest position. James J. Burns & Company LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $15,075,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in SCHZ. Mather Group LLC. purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $63,000. Stephens Consulting LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 96.8% in the fourth quarter. Stephens Consulting LLC now owns 3,072 shares of the company’s stock worth $70,000 after acquiring an additional 1,511 shares during the period. Tempus Wealth Planning LLC increased its position in Schwab U.S. Aggregate Bond ETF by 118.4% during the fourth quarter. Tempus Wealth Planning LLC now owns 293,536 shares of the company’s stock valued at $6,663,000 after acquiring an additional 159,146 shares during the last quarter. Mokosak Advisory Group LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 104.9% in the fourth quarter. Mokosak Advisory Group LLC now owns 1,001,495 shares of the company’s stock valued at $22,734,000 after acquiring an additional 512,663 shares during the period. Finally, RBA Wealth Management LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 88.1% in the fourth quarter. RBA Wealth Management LLC now owns 16,750 shares of the company’s stock worth $380,000 after purchasing an additional 7,845 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.3 %

NYSEARCA SCHZ opened at $22.76 on Tuesday. The company has a 50-day moving average price of $22.85 and a 200-day moving average price of $23.19. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.26 and a 52 week high of $24.15.

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.