Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) is Members Advisory Group LLC’s 6th Largest Position

Members Advisory Group LLC lowered its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 1.6% in the 4th quarter, Holdings Channel.com reports. The firm owned 272,314 shares of the company’s stock after selling 4,497 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up approximately 7.5% of Members Advisory Group LLC’s investment portfolio, making the stock its 6th largest position. Members Advisory Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $12,695,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. SageView Advisory Group LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 47.8% during the 4th quarter. SageView Advisory Group LLC now owns 164,866 shares of the company’s stock valued at $7,640,000 after buying an additional 53,349 shares during the period. US Bancorp DE boosted its holdings in Schwab U.S. Aggregate Bond ETF by 25.0% in the fourth quarter. US Bancorp DE now owns 14,922 shares of the company’s stock worth $696,000 after acquiring an additional 2,988 shares in the last quarter. EverSource Wealth Advisors LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1,978.6% during the fourth quarter. EverSource Wealth Advisors LLC now owns 8,169 shares of the company’s stock worth $381,000 after purchasing an additional 7,776 shares during the period. TSA Wealth Managment LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth about $18,751,000. Finally, CreativeOne Wealth LLC raised its position in Schwab U.S. Aggregate Bond ETF by 13.8% during the fourth quarter. CreativeOne Wealth LLC now owns 44,262 shares of the company’s stock valued at $2,064,000 after acquiring an additional 5,384 shares in the last quarter.

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

SCHZ stock traded up $0.07 during trading on Friday, hitting $45.36. 239,297 shares of the company traded hands, compared to its average volume of 807,418. The stock’s 50-day simple moving average is $45.29 and its 200 day simple moving average is $45.61. Schwab U.S. Aggregate Bond ETF has a 1 year low of $43.05 and a 1 year high of $47.00.

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.