Carroll Advisory Group LLC Takes Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Carroll Advisory Group LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 22,204 shares of the company’s stock, valued at approximately $519,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in the stock. Rockbridge Investment Management LCC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 12.6% during the 4th quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock valued at $209,347,000 after buying an additional 999,097 shares in the last quarter. Ameriprise Financial Inc. raised its position in shares of Schwab U.S. Aggregate Bond ETF by 1.3% during the 2nd quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock valued at $173,387,000 after buying an additional 98,660 shares in the last quarter. Avantax Planning Partners Inc. raised its position in shares of Schwab U.S. Aggregate Bond ETF by 3.7% during the 4th quarter. Avantax Planning Partners Inc. now owns 7,447,340 shares of the company’s stock valued at $174,044,000 after buying an additional 264,273 shares in the last quarter. Charles Schwab Trust Co raised its position in shares of Schwab U.S. Aggregate Bond ETF by 4.5% during the 4th quarter. Charles Schwab Trust Co now owns 6,215,188 shares of the company’s stock valued at $145,249,000 after buying an additional 268,364 shares in the last quarter. Finally, Financial Engines Advisors L.L.C. raised its position in shares of Schwab U.S. Aggregate Bond ETF by 10.7% during the 3rd quarter. Financial Engines Advisors L.L.C. now owns 5,427,583 shares of the company’s stock valued at $127,385,000 after buying an additional 524,573 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Schwab U.S. Aggregate Bond ETF stock opened at $23.00 on Friday. The firm’s fifty day moving average price is $23.18 and its 200-day moving average price is $23.36. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.74 and a fifty-two week high of $23.73.

Schwab U.S. Aggregate Bond ETF Company 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.