Asset Allocation Strategies LLC Has $21.41 Million Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Asset Allocation Strategies LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.4% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 922,027 shares of the company’s stock after buying an additional 39,090 shares during the period. Schwab U.S. Aggregate Bond ETF makes up about 3.8% of Asset Allocation Strategies LLC’s investment portfolio, making the stock its 5th biggest position. Asset Allocation Strategies LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $21,409,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Chatterton & Associates Inc. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth about $3,996,000. Breakthru Advisory Services LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 8.4% in the 4th 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 stake in Schwab U.S. Aggregate Bond ETF by 87.2% during the 4th quarter. Ascent Group LLC now owns 628,347 shares of the company’s stock worth $14,684,000 after acquiring an additional 292,644 shares during the last quarter. Dorato Capital Management bought a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth approximately $1,968,000. Finally, Cypress Wealth Services LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 11.5% during the fourth quarter. Cypress Wealth Services LLC now owns 549,682 shares of the company’s stock valued at $12,846,000 after purchasing an additional 56,714 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:SCHZ opened at $23.23 on Monday. The company has a 50 day moving average price of $23.12 and a two-hundred day moving average price of $23.29. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.77 and a 52 week high of $23.73.

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.