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

Mokosak Advisory Group LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 7.3% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,235,661 shares of the company’s stock after purchasing an additional 83,583 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for approximately 7.2% of Mokosak Advisory Group LLC’s holdings, making the stock its 7th largest position. Mokosak Advisory Group LLC owned approximately 0.29% of Schwab U.S. Aggregate Bond ETF worth $28,692,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of SCHZ. Brighton Jones LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $317,000. AQR Capital Management LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 15.9% in the 1st quarter. AQR Capital Management LLC now owns 14,212 shares of the company’s stock worth $329,000 after buying an additional 1,948 shares in the last quarter. Focus Partners Wealth boosted its holdings in Schwab U.S. Aggregate Bond ETF by 28.9% during the first quarter. Focus Partners Wealth now owns 28,189 shares of the company’s stock worth $653,000 after buying an additional 6,326 shares in the last quarter. Diversify Advisory Services LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the second quarter worth approximately $3,099,000. Finally, Raymond James Financial Inc. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 35.9% in the second quarter. Raymond James Financial Inc. now owns 865,452 shares of the company’s stock valued at $20,113,000 after buying an additional 228,444 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:SCHZ opened at $23.05 on Friday. The stock has a fifty day moving average of $23.10 and a 200-day moving average of $23.28. Schwab U.S. Aggregate Bond ETF has a one year low of $22.77 and a one year high of $23.73.

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.