136,018 Shares in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Acquired by Marotta Asset Management

Marotta Asset Management acquired a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 2nd quarter, Holdings Channel reports. The fund acquired 136,018 shares of the company’s stock, valued at approximately $6,279,000. Schwab U.S. Aggregate Bond ETF makes up about 1.4% of Marotta Asset Management’s portfolio, making the stock its 25th biggest holding.

Several other institutional investors have also modified their holdings of the stock. Capital Investment Advisory Services LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 6.1% in the 1st quarter. Capital Investment Advisory Services LLC now owns 4,080 shares of the company’s stock valued at $191,000 after buying an additional 234 shares during the period. Fort Henry Capital LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 4.0% in the 1st quarter. Fort Henry Capital LLC now owns 6,126 shares of the company’s stock valued at $287,000 after buying an additional 238 shares during the period. Meridian Wealth Partners LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 1.1% in the 1st quarter. Meridian Wealth Partners LLC now owns 21,890 shares of the company’s stock valued at $1,027,000 after buying an additional 240 shares during the period. EverSource Wealth Advisors LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 80.9% in the 4th quarter. EverSource Wealth Advisors LLC now owns 539 shares of the company’s stock valued at $25,000 after buying an additional 241 shares during the period. Finally, Cetera Investment Advisers increased its stake in Schwab U.S. Aggregate Bond ETF by 1.1% in the 4th quarter. Cetera Investment Advisers now owns 22,622 shares of the company’s stock valued at $1,033,000 after buying an additional 244 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ traded up $0.03 during trading on Thursday, hitting $45.10. The stock had a trading volume of 70,045 shares, compared to its average volume of 761,358. The company’s 50-day moving average price is $45.46 and its 200 day moving average price is $46.10. Schwab U.S. Aggregate Bond ETF has a twelve month low of $43.86 and a twelve month high of $47.60.

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.