Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Stock Holdings Cut by Members Advisory Group LLC

Members Advisory Group LLC trimmed its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 1.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 272,314 shares of the company’s stock after selling 4,497 shares during the period. Schwab U.S. Aggregate Bond ETF comprises 7.5% of Members Advisory Group LLC’s portfolio, making the stock its 6th biggest holding. Members Advisory Group LLC owned about 0.17% of Schwab U.S. Aggregate Bond ETF worth $12,695,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. TSA Wealth Managment LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth about $18,751,000. Mendel Capital Management LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 5.8% during the 4th quarter. Mendel Capital Management LLC now owns 32,310 shares of the company’s stock valued at $1,506,000 after purchasing an additional 1,760 shares during the period. Total Wealth Planning LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 17.6% during the 4th quarter. Total Wealth Planning LLC now owns 978,356 shares of the company’s stock valued at $45,611,000 after purchasing an additional 146,243 shares during the period. Blue Barn Wealth LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 3.3% during the 4th quarter. Blue Barn Wealth LLC now owns 55,375 shares of the company’s stock valued at $2,582,000 after purchasing an additional 1,773 shares during the period. Finally, SageView Advisory Group LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 47.8% during the 4th quarter. SageView Advisory Group LLC now owns 164,866 shares of the company’s stock valued at $7,640,000 after purchasing an additional 53,349 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Up 0.2 %

SCHZ traded up $0.07 on Friday, hitting $45.36. 239,297 shares of the company’s stock traded hands, compared to its average volume of 807,418. The company’s 50 day simple moving average is $45.29 and its 200-day simple moving average is $45.61. Schwab U.S. Aggregate Bond ETF has a one year low of $43.05 and a one year high of $47.00.

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.