Schwab U.S. Aggregate Bond ETF $SCHZ Shares Purchased by Mokosak Advisory Group LLC

Mokosak Advisory Group LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 3.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,152,078 shares of the company’s stock after buying an additional 35,782 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for about 6.8% of Mokosak Advisory Group LLC’s portfolio, making the stock its 7th largest holding. Mokosak Advisory Group LLC owned 0.28% of Schwab U.S. Aggregate Bond ETF worth $26,924,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Rossby Financial LCC boosted its stake in Schwab U.S. Aggregate Bond ETF by 121.1% during the 3rd quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock worth $25,000 after purchasing an additional 590 shares during the last quarter. Decker Retirement Planning Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $26,000. LGT Financial Advisors LLC grew its stake in 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 acquiring an additional 1,051 shares in the last quarter. Cloud Capital Management LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $30,000. Finally, Cape Investment Advisory Inc. lifted its stake in Schwab U.S. Aggregate Bond ETF by 101,400.0% in the 3rd quarter. Cape Investment Advisory Inc. now owns 3,045 shares of the company’s stock worth $71,000 after purchasing an additional 3,042 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.4%

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.19 on Thursday. The business’s 50 day moving average price is $23.30 and its 200 day moving average price is $23.41. Schwab U.S. Aggregate Bond ETF has a one year low of $22.64 and a one year 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.