Schwab U.S. Aggregate Bond ETF $SCHZ Holdings Lifted by Smart Money Group LLC

Smart Money Group LLC boosted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 17.5% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 163,829 shares of the company’s stock after acquiring an additional 24,442 shares during the period. Schwab U.S. Aggregate Bond ETF comprises approximately 1.1% of Smart Money Group LLC’s portfolio, making the stock its 8th largest position. Smart Money Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,804,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in SCHZ. Newport Capital Group LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth about $25,000. Godfrey Financial Associates Inc. purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at about $25,000. LGT Financial Advisors LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 868.6% in the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock valued at $28,000 after purchasing an additional 1,051 shares during the period. Gilpin Wealth Management LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at about $28,000. Finally, Sachetta LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 447.6% during the 1st quarter. Sachetta LLC now owns 1,818 shares of the company’s stock worth $42,000 after buying an additional 1,486 shares during the last quarter.

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

SCHZ opened at $22.94 on Friday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.77 and a 52 week high of $23.73. The business’s 50 day moving average is $23.05 and its two-hundred day moving average is $23.25.

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.