Mokosak Advisory Group LLC Has $24.78 Million Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Mokosak Advisory Group LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 6.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,070,002 shares of the company’s stock after buying an additional 68,507 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for about 7.7% of Mokosak Advisory Group LLC’s investment portfolio, making the stock its 6th biggest holding. Mokosak Advisory Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $24,781,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Blair William & Co. IL raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 124.4% during the fourth quarter. Blair William & Co. IL now owns 1,214 shares of the company’s stock worth $28,000 after buying an additional 673 shares during the last quarter. Tucker Asset Management LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 4,529.6% during the fourth quarter. Tucker Asset Management LLC now owns 1,250 shares of the company’s stock worth $28,000 after buying an additional 1,223 shares during the last quarter. Concourse Financial Group Securities Inc. raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 100.0% during the fourth quarter. Concourse Financial Group Securities Inc. now owns 2,010 shares of the company’s stock worth $46,000 after buying an additional 1,005 shares during the last quarter. Main Street Group LTD raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 87.1% during the fourth quarter. Main Street Group LTD now owns 2,576 shares of the company’s stock worth $58,000 after buying an additional 1,199 shares during the last quarter. Finally, Townsend Asset Management Corp NC ADV raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 102.2% during the fourth quarter. Townsend Asset Management Corp NC ADV now owns 2,622 shares of the company’s stock worth $60,000 after buying an additional 1,325 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:SCHZ opened at $22.98 on Monday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.43 and a 52 week high of $24.15. The company has a 50 day moving average price of $22.91 and a two-hundred day moving average price of $22.91.

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.