Smart Money Group LLC grew its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 17.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 163,829 shares of the company’s stock after purchasing an additional 24,442 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up 1.1% of Smart Money Group LLC’s investment 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 quarter.
Several other institutional investors have also modified their holdings of the company. Retirement Guys Formula LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.2% during the fourth quarter. Retirement Guys Formula LLC now owns 19,798 shares of the company’s stock worth $463,000 after purchasing an additional 432 shares in the last quarter. M1 Capital Management LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 0.4% in the fourth quarter. M1 Capital Management LLC now owns 102,858 shares of the company’s stock valued at $2,404,000 after buying an additional 459 shares during the last quarter. CoreCap Advisors LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 11.2% in the fourth quarter. CoreCap Advisors LLC now owns 4,700 shares of the company’s stock valued at $110,000 after buying an additional 473 shares in the last quarter. Note Advisors LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 3.2% during the 4th quarter. Note Advisors LLC now owns 15,122 shares of the company’s stock worth $354,000 after buying an additional 475 shares during the last quarter. Finally, Parallel Advisors LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 2.4% during the 4th quarter. Parallel Advisors LLC now owns 20,470 shares of the company’s stock worth $478,000 after buying an additional 479 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Down 0.1%
NYSEARCA:SCHZ opened at $22.94 on Friday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.77 and a 1 year high of $23.73. The stock has a 50-day simple moving average of $23.05 and a 200-day simple moving average of $23.25.
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.
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