Curtis Advisory Group LLC Raises Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Curtis Advisory Group LLC boosted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 133.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 242,227 shares of the company’s stock after buying an additional 138,544 shares during the period. Schwab U.S. Aggregate Bond ETF makes up approximately 1.5% of Curtis Advisory Group LLC’s investment portfolio, making the stock its 20th largest holding. Curtis Advisory Group LLC owned 0.15% of Schwab U.S. Aggregate Bond ETF worth $5,499,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the company. Mirae Asset Global Investments Co. Ltd. lifted its holdings in Schwab U.S. Aggregate Bond ETF by 5.7% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 8,890 shares of the company’s stock valued at $423,000 after acquiring an additional 480 shares during the period. Archer Investment Corp acquired a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $26,000. Westside Investment Management Inc. lifted its holdings in Schwab U.S. Aggregate Bond ETF by 100.0% in the fourth quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock valued at $25,000 after acquiring an additional 558 shares during the period. Pinnacle Family Advisors LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 3.2% in the third quarter. Pinnacle Family Advisors LLC now owns 19,157 shares of the company’s stock valued at $910,000 after acquiring an additional 592 shares during the period. Finally, Carmichael Hill & Associates Inc. lifted its holdings in Schwab U.S. Aggregate Bond ETF by 33.6% in the third quarter. Carmichael Hill & Associates Inc. now owns 2,447 shares of the company’s stock valued at $116,000 after acquiring an additional 615 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:SCHZ opened at $22.97 on Friday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15. The business has a 50 day moving average of $22.75 and a two-hundred day moving average of $23.16.

Schwab U.S. Aggregate Bond ETF Company 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.