Mokosak Advisory Group LLC Boosts Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Mokosak Advisory Group LLC increased its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 3.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 426,397 shares of the company’s stock after purchasing an additional 14,856 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up approximately 7.1% of Mokosak Advisory Group LLC’s portfolio, making the stock its 7th biggest holding. Mokosak Advisory Group LLC owned 0.27% of Schwab U.S. Aggregate Bond ETF worth $19,879,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Beaird Harris Wealth Management LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $25,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter worth approximately $31,000. National Bank of Canada FI raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 57.6% in the 3rd quarter. National Bank of Canada FI now owns 750 shares of the company’s stock worth $33,000 after purchasing an additional 274 shares during the period. Financial Management Professionals Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 275.1% in the 4th quarter. Financial Management Professionals Inc. now owns 784 shares of the company’s stock worth $37,000 after purchasing an additional 575 shares during the period. Finally, KB Financial Partners LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 2nd quarter worth approximately $43,000.

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

Schwab U.S. Aggregate Bond ETF stock traded down $0.12 during mid-day trading on Thursday, reaching $44.74. The company’s stock had a trading volume of 411,450 shares, compared to its average volume of 899,702. Schwab U.S. Aggregate Bond ETF has a 12-month low of $43.05 and a 12-month high of $47.26. The firm’s fifty day moving average price is $45.64 and its two-hundred day moving average price is $45.36.

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.