Bfsg LLC Has $3.65 Million Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Bfsg LLC boosted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 3.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 78,338 shares of the company’s stock after acquiring an additional 2,540 shares during the quarter. Bfsg LLC owned 0.05% of Schwab U.S. Aggregate Bond ETF worth $3,652,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Stockman Wealth Management Inc. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.4% during the fourth quarter. Stockman Wealth Management Inc. now owns 21,240 shares of the company’s stock worth $990,000 after buying an additional 300 shares during the last quarter. Capital Investment Advisory Services LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 228.3% during the fourth quarter. Capital Investment Advisory Services LLC now owns 2,101 shares of the company’s stock worth $98,000 after buying an additional 1,461 shares during the last quarter. Mokosak Advisory Group LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.6% during the fourth quarter. Mokosak Advisory Group LLC now owns 426,397 shares of the company’s stock worth $19,879,000 after buying an additional 14,856 shares during the last quarter. Western Wealth Management LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 7.3% during the fourth quarter. Western Wealth Management LLC now owns 7,380 shares of the company’s stock worth $344,000 after buying an additional 499 shares during the last quarter. Finally, Red Tortoise LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 6.5% during the fourth quarter. Red Tortoise LLC now owns 21,430 shares of the company’s stock worth $999,000 after purchasing an additional 1,300 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:SCHZ traded down $0.19 during mid-day trading on Thursday, reaching $44.61. 49,137 shares of the company’s stock were exchanged, compared to its average volume of 883,094. The business’s fifty day moving average price is $45.55 and its 200-day moving average price is $45.40. Schwab U.S. Aggregate Bond ETF has a twelve month low of $43.05 and a twelve month high of $47.26.

Schwab U.S. Aggregate Bond ETF 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.