Asset Allocation Strategies LLC Has $20.63 Million Stock Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Asset Allocation Strategies LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 5.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 882,937 shares of the company’s stock after purchasing an additional 43,134 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for about 3.9% of Asset Allocation Strategies LLC’s holdings, making the stock its 4th biggest holding. Asset Allocation Strategies LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $20,634,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also bought and sold shares of the company. Chatterton & Associates Inc. bought a new stake in Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $3,996,000. MAI Capital Management raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 373.7% during the third quarter. MAI Capital Management now owns 284,088 shares of the company’s stock worth $6,668,000 after acquiring an additional 224,115 shares in the last quarter. Breakthru Advisory Services LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 8.4% during the fourth quarter. Breakthru Advisory Services LLC now owns 385,142 shares of the company’s stock worth $9,001,000 after acquiring an additional 29,815 shares in the last quarter. Ascent Group LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 87.2% during the fourth quarter. Ascent Group LLC now owns 628,347 shares of the company’s stock worth $14,684,000 after acquiring an additional 292,644 shares in the last quarter. Finally, Dorato Capital Management purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth approximately $1,968,000.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ stock opened at $23.09 on Friday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.77 and a one year high of $23.73. The company’s 50 day moving average price is $23.14 and its two-hundred day moving average price is $23.32.

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.