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

Wagner Wealth Management LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 161.5% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,543 shares of the company’s stock after purchasing an additional 2,806 shares during the quarter. Wagner Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $103,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in SCHZ. Westside Investment Management Inc. grew its holdings in Schwab U.S. Aggregate Bond ETF by 100.0% in the 4th quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock valued at $25,000 after buying an additional 558 shares during the period. Archer Investment Corp increased its stake in Schwab U.S. Aggregate Bond ETF by 100.5% during the fourth quarter. Archer Investment Corp now owns 1,103 shares of the company’s stock worth $25,000 after acquiring an additional 553 shares during the last quarter. Thompson Investment Management Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2,001.8% in the 4th quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock worth $27,000 after purchasing an additional 1,141 shares during the period. Modus Advisors LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at about $33,000. Finally, Sound Income Strategies LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth about $35,000.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ opened at $22.84 on Monday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year high of $24.15. The firm has a 50 day moving average price of $22.82 and a 200 day moving average price of $23.19.

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.