Transform Wealth LLC Boosts Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Transform Wealth LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 23.4% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 40,625 shares of the company’s stock after purchasing an additional 7,700 shares during the period. Transform Wealth LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,869,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in SCHZ. Beaird Harris Wealth Management LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter worth $25,000. Financial Management Professionals Inc. increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 275.1% in the fourth quarter. Financial Management Professionals Inc. now owns 784 shares of the company’s stock worth $37,000 after buying an additional 575 shares during the last quarter. ICA Group Wealth Management LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth $53,000. Principal Securities Inc. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth $57,000. Finally, Sound Income Strategies LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth $59,000.

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

Shares of NYSEARCA:SCHZ traded up $0.10 during midday trading on Thursday, reaching $45.80. The company had a trading volume of 470,958 shares, compared to its average volume of 753,354. The stock’s fifty day moving average price is $45.37 and its 200-day moving average price is $45.74. Schwab U.S. Aggregate Bond ETF has a one year low of $43.05 and a one year high of $47.00.

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.