Schwab U.S. Aggregate Bond ETF $SCHZ is Mokosak Advisory Group LLC’s 7th Largest Position

Mokosak Advisory Group LLC grew its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 7.3% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 1,235,661 shares of the company’s stock after purchasing an additional 83,583 shares during the period. Schwab U.S. Aggregate Bond ETF comprises approximately 7.2% of Mokosak Advisory Group LLC’s holdings, making the stock its 7th largest holding. Mokosak Advisory Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $28,692,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in the company. Retirement Guys Formula LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 2.2% in the 4th quarter. Retirement Guys Formula LLC now owns 19,798 shares of the company’s stock valued at $463,000 after acquiring an additional 432 shares in the last quarter. Maripau Wealth Management LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 1.2% during the 3rd quarter. Maripau Wealth Management LLC now owns 37,722 shares of the company’s stock valued at $885,000 after purchasing an additional 455 shares during the period. Aptus Capital Advisors LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 4.5% in the third quarter. Aptus Capital Advisors LLC now owns 10,671 shares of the company’s stock valued at $250,000 after purchasing an additional 456 shares in the last quarter. M1 Capital Management LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 0.4% in the fourth quarter. M1 Capital Management LLC now owns 102,858 shares of the company’s stock valued at $2,404,000 after purchasing an additional 459 shares in the last quarter. Finally, CoreCap Advisors LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 11.2% in the fourth quarter. CoreCap Advisors LLC now owns 4,700 shares of the company’s stock worth $110,000 after buying an additional 473 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.05 on Friday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.77 and a 12 month high of $23.73. The business has a fifty day simple moving average of $23.10 and a 200-day simple moving average of $23.28.

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.