Rockbridge Investment Management LCC Increases Stock Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Rockbridge Investment Management LCC grew its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 8.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,693,597 shares of the company’s stock after acquiring an additional 735,662 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises about 20.2% of Rockbridge Investment Management LCC’s portfolio, making the stock its biggest position. Rockbridge Investment Management LCC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $225,085,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently made changes to their positions in SCHZ. Newport Capital Group LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at about $25,000. Godfrey Financial Associates Inc. purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $25,000. LGT Financial Advisors LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 868.6% during the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock valued at $28,000 after purchasing an additional 1,051 shares during the last quarter. Gilpin Wealth Management LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter worth $28,000. Finally, PNC Financial Services Group Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 1st quarter worth $37,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ stock opened at $22.79 on Friday. The stock’s fifty day moving average price is $23.02 and its 200 day moving average price is $23.23. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.73 and a 1-year 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.