Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Stock Holdings Lifted by Affinity Capital Advisors LLC

Affinity Capital Advisors LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 170.1% during the fourth quarter, Holdings Channel reports. The fund owned 278,233 shares of the company’s stock after acquiring an additional 175,222 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up 1.2% of Affinity Capital Advisors LLC’s holdings, making the stock its 19th largest holding. Affinity Capital Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $6,285,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also made changes to their positions in the company. JPMorgan Chase & Co. grew its stake in Schwab U.S. Aggregate Bond ETF by 12.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock valued at $300,804,000 after acquiring an additional 689,398 shares in the last quarter. Charles Schwab Trust Co grew its position in Schwab U.S. Aggregate Bond ETF by 87.5% during the third quarter. Charles Schwab Trust Co now owns 2,900,621 shares of the company’s stock valued at $137,838,000 after purchasing an additional 1,353,589 shares in the last quarter. Rockbridge Investment Management LCC grew its position in Schwab U.S. Aggregate Bond ETF by 10.2% during the third quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock valued at $135,366,000 after purchasing an additional 263,472 shares in the last quarter. Total Wealth Planning LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 16.5% in the 3rd quarter. Total Wealth Planning LLC now owns 1,669,016 shares of the company’s stock valued at $79,312,000 after buying an additional 236,167 shares during the period. Finally, HighTower Advisors LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 7.3% in the 3rd quarter. HighTower Advisors LLC now owns 1,454,892 shares of the company’s stock worth $69,130,000 after buying an additional 99,392 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Schwab U.S. Aggregate Bond ETF stock opened at $22.46 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.26 and a 12 month high of $24.15. The company’s fifty day simple moving average is $22.91 and its 200-day simple moving average is $23.21.

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.