Lewis Asset Management LLC Raises Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Lewis Asset Management LLC lifted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 49.0% in the 4th quarter, HoldingsChannel reports. The firm owned 14,649 shares of the company’s stock after acquiring an additional 4,817 shares during the period. Lewis Asset Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $333,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently bought and sold shares of the stock. Milestone Asset Management LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth about $7,199,000. Reston Wealth Management LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 127.7% in the 4th quarter. Reston Wealth Management LLC now owns 306,303 shares of the company’s stock worth $6,953,000 after purchasing an additional 171,774 shares during the period. VanderPol Investments L.L.C. grew its holdings in Schwab U.S. Aggregate Bond ETF by 77.9% during the 4th quarter. VanderPol Investments L.L.C. now owns 161,011 shares of the company’s stock valued at $3,655,000 after buying an additional 70,495 shares in the last quarter. Strategic Blueprint LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 106.4% in the fourth quarter. Strategic Blueprint LLC now owns 82,358 shares of the company’s stock worth $1,870,000 after buying an additional 42,462 shares in the last quarter. Finally, Diversified Investment Strategies LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 100.0% during the fourth quarter. Diversified Investment Strategies LLC now owns 18,630 shares of the company’s stock worth $423,000 after acquiring an additional 9,315 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.1 %

SCHZ opened at $22.84 on Thursday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week high of $24.15. The company has a fifty day moving average of $22.86 and a 200 day moving average of $23.20.

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.