Asset Allocation Strategies LLC Has $20.63 Million Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Asset Allocation Strategies LLC increased its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 5.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 882,937 shares of the company’s stock after acquiring an additional 43,134 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises about 3.9% of Asset Allocation Strategies LLC’s holdings, making the stock its 4th biggest holding. Asset Allocation Strategies LLC owned 0.21% of Schwab U.S. Aggregate Bond ETF worth $20,634,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Chatterton & Associates Inc. bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $3,996,000. MAI Capital Management boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 373.7% in the third quarter. MAI Capital Management now owns 284,088 shares of the company’s stock valued at $6,668,000 after acquiring an additional 224,115 shares during the period. Breakthru Advisory Services LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 8.4% in the fourth quarter. Breakthru Advisory Services LLC now owns 385,142 shares of the company’s stock valued at $9,001,000 after acquiring an additional 29,815 shares during the period. Ascent Group LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 87.2% in the fourth quarter. Ascent Group LLC now owns 628,347 shares of the company’s stock valued at $14,684,000 after acquiring an additional 292,644 shares during the period. Finally, Dorato Capital Management bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $1,968,000.

Schwab U.S. Aggregate Bond ETF Trading Down 0.1%

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.09 on Friday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.77 and a 1 year high of $23.73. The company has a 50 day simple moving average of $23.14 and a two-hundred day simple moving average of $23.32.

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.