Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) is James J. Burns & Company LLC’s 8th Largest Position

James J. Burns & Company LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 141.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 664,069 shares of the company’s stock after purchasing an additional 389,002 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up about 2.6% of James J. Burns & Company LLC’s holdings, making the stock its 8th biggest holding. James J. Burns & Company LLC owned about 0.40% of Schwab U.S. Aggregate Bond ETF worth $15,075,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in SCHZ. Westside Investment Management Inc. boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 100.0% during the 4th quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock valued at $25,000 after buying an additional 558 shares in the last quarter. Archer Investment Corp bought a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $26,000. Modus Advisors LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF in the fourth quarter worth about $33,000. Sound Income Strategies LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at approximately $35,000. Finally, Legacy Bridge LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 100.0% in the 4th quarter. Legacy Bridge LLC now owns 1,530 shares of the company’s stock worth $35,000 after purchasing an additional 765 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.3 %

SCHZ stock opened at $22.76 on Tuesday. The business has a 50 day moving average of $22.85 and a 200 day moving average of $23.19. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve month high of $24.15.

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.