Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) is Rockbridge Investment Management LCC’s Largest Position

Rockbridge Investment Management LCC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 120.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,270,198 shares of the company’s stock after purchasing an additional 3,421,595 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises approximately 18.2% of Rockbridge Investment Management LCC’s portfolio, making the stock its biggest holding. Rockbridge Investment Management LCC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $142,334,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of SCHZ. Archer Investment Corp grew its position in shares of Schwab U.S. Aggregate Bond ETF by 100.5% in the fourth quarter. Archer Investment Corp now owns 1,103 shares of the company’s stock valued at $25,000 after purchasing an additional 553 shares in the last quarter. Westside Investment Management Inc. boosted its stake in Schwab U.S. Aggregate Bond ETF by 100.0% in the 4th quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock worth $25,000 after purchasing an additional 558 shares during the period. Thompson Investment Management Inc. grew its holdings in Schwab U.S. Aggregate Bond ETF by 2,001.8% during the 4th quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock valued at $27,000 after buying an additional 1,141 shares in the last quarter. Key Financial Inc bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at about $32,000. Finally, Modus Advisors LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth about $33,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ stock opened at $23.02 on Thursday. The firm has a 50 day moving average of $22.95 and a 200-day moving average of $23.09. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.26 and a 12 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.