1,240,583 Shares in Schwab U.S. Aggregate Bond ETF $SCHZ Acquired by James J. Burns & Company LLC

James J. Burns & Company LLC bought a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 1,240,583 shares of the company’s stock, valued at approximately $27,417,000. Schwab U.S. Aggregate Bond ETF makes up about 2.9% of James J. Burns & Company LLC’s investment portfolio, making the stock its 8th biggest position. James J. Burns & Company LLC owned 0.26% of Schwab U.S. Aggregate Bond ETF at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Rockbridge Investment Management LCC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 8.2% during the first quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock worth $225,085,000 after buying an additional 735,662 shares in the last quarter. Avantax Planning Partners Inc. grew its position in Schwab U.S. Aggregate Bond ETF by 3.5% in the first quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock worth $179,042,000 after buying an additional 263,321 shares during the last quarter. Charles Schwab Trust Co increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.9% in the second quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock valued at $152,702,000 after buying an additional 186,945 shares in the last quarter. Envestnet Asset Management Inc. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 5.7% in the second quarter. Envestnet Asset Management Inc. now owns 3,483,103 shares of the company’s stock valued at $80,564,000 after buying an additional 188,635 shares in the last quarter. Finally, Oarsman Capital Inc. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2,413.9% in the second quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock valued at $77,604,000 after buying an additional 3,221,648 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:SCHZ traded down $0.04 on Friday, reaching $22.42. 1,613,924 shares of the company traded hands, compared to its average volume of 2,284,856. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $21.92 and a fifty-two week high of $23.73. The company’s 50 day moving average is $22.43 and its 200-day moving average is $22.83.

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.