Affinity Capital Advisors LLC Has $9.18 Million Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Affinity Capital Advisors LLC increased its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 45.2% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 403,861 shares of the company’s stock after buying an additional 125,628 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for approximately 1.8% of Affinity Capital Advisors LLC’s investment portfolio, making the stock its 12th largest position. Affinity Capital Advisors LLC owned approximately 0.11% of Schwab U.S. Aggregate Bond ETF worth $9,176,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in SCHZ. JPMorgan Chase & Co. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 85.2% in the fourth quarter. JPMorgan Chase & Co. now owns 11,720,512 shares of the company’s stock valued at $266,056,000 after acquiring an additional 5,390,455 shares during the last quarter. Ameriprise Financial Inc. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 108.0% in the fourth quarter. Ameriprise Financial Inc. now owns 8,631,799 shares of the company’s stock valued at $195,933,000 after acquiring an additional 4,481,369 shares during the last quarter. Rockbridge Investment Management LCC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 120.1% in the fourth quarter. Rockbridge Investment Management LCC now owns 6,270,198 shares of the company’s stock valued at $142,334,000 after acquiring an additional 3,421,595 shares during the last quarter. Avantax Planning Partners Inc. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 107.7% in the fourth quarter. Avantax Planning Partners Inc. now owns 6,511,229 shares of the company’s stock valued at $147,805,000 after acquiring an additional 3,375,950 shares during the last quarter. Finally, OneDigital Investment Advisors LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 156.6% in the fourth quarter. OneDigital Investment Advisors LLC now owns 4,245,657 shares of the company’s stock valued at $96,376,000 after acquiring an additional 2,591,040 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Down 0.4%

Shares of SCHZ stock opened at $22.93 on Friday. The business’s 50 day simple moving average is $22.89 and its 200 day simple moving average is $22.92. Schwab U.S. Aggregate Bond ETF has a one year low of $22.43 and a one year 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.