Schwab U.S. Aggregate Bond ETF $SCHZ Shares Bought by Rockbridge Investment Management LCC

Rockbridge Investment Management LCC grew its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 12.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,957,935 shares of the company’s stock after buying an additional 999,097 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for about 19.5% of Rockbridge Investment Management LCC’s holdings, making the stock its biggest holding. Rockbridge Investment Management LCC owned 2.16% of Schwab U.S. Aggregate Bond ETF worth $209,347,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Alliance Wealth Management Group grew its stake in Schwab U.S. Aggregate Bond ETF by 3.5% in the third quarter. Alliance Wealth Management Group now owns 1,063,942 shares of the company’s stock valued at $24,971,000 after acquiring an additional 36,009 shares during the period. Fortis Capital Advisors LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $1,053,000. Belpointe Asset Management LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $1,053,000. Chatterton & Associates Inc. acquired a new stake in Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $3,996,000. Finally, Breakthru Advisory Services LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 8.4% in the fourth quarter. Breakthru Advisory Services LLC now owns 385,142 shares of the company’s stock valued at $9,001,000 after acquiring an additional 29,815 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.07 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.64 and a 52 week high of $23.73. The stock has a 50 day moving average price of $23.25 and a two-hundred day moving average price of $23.39.

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.