248,428 Shares in Schwab U.S. Aggregate Bond ETF $SCHZ Acquired by Marotta Asset Management

Marotta Asset Management purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 248,428 shares of the company’s stock, valued at approximately $5,490,000. Marotta Asset Management owned approximately 0.05% of Schwab U.S. Aggregate Bond ETF at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the company. HORAN Wealth LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 4.0% during the 2nd quarter. HORAN Wealth LLC now owns 11,523 shares of the company’s stock valued at $267,000 after purchasing an additional 447 shares during the period. M1 Capital Management LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 0.4% during the 4th quarter. M1 Capital Management LLC now owns 102,858 shares of the company’s stock valued at $2,404,000 after buying an additional 459 shares in the last quarter. Parallel Advisors LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 2.4% in the 4th quarter. Parallel Advisors LLC now owns 20,470 shares of the company’s stock worth $478,000 after buying an additional 479 shares during the period. World Investment Advisors boosted its holdings in Schwab U.S. Aggregate Bond ETF by 4.8% in the 4th quarter. World Investment Advisors now owns 12,158 shares of the company’s stock worth $284,000 after buying an additional 562 shares during the period. Finally, NBT Bank N A NY increased its stake in Schwab U.S. Aggregate Bond ETF by 0.7% in the 1st quarter. NBT Bank N A NY now owns 76,663 shares of the company’s stock worth $1,780,000 after buying an additional 566 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA:SCHZ traded down $0.04 on Friday, reaching $22.03. 4,807,483 shares of the company’s stock traded hands, compared to its average volume of 2,268,438. The stock has a 50-day simple moving average of $22.63 and a 200-day simple moving average of $22.94. Schwab U.S. Aggregate Bond ETF has a 12 month low of $21.92 and a 12 month high of $23.73.

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.