Client 1ST Advisory Group LLC Takes Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Client 1ST Advisory Group LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 4th quarter, Holdings Channel reports. The fund purchased 302,071 shares of the company’s stock, valued at approximately $6,857,000. Schwab U.S. Aggregate Bond ETF comprises approximately 2.6% of Client 1ST Advisory Group LLC’s holdings, making the stock its 8th biggest position.

A number of other hedge funds also recently added to or reduced their stakes in the company. Total Wealth Planning LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 113.8% in the 4th quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock worth $81,020,000 after purchasing an additional 1,900,153 shares in the last quarter. Charles Schwab Trust Co boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 87.5% during the third quarter. Charles Schwab Trust Co now owns 2,900,621 shares of the company’s stock valued at $137,838,000 after buying an additional 1,353,589 shares during the last quarter. JPMorgan Chase & Co. increased its holdings in Schwab U.S. Aggregate Bond ETF by 12.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock worth $300,804,000 after buying an additional 689,398 shares in the last quarter. Theory Financial LLC raised its position in Schwab U.S. Aggregate Bond ETF by 112.0% in the 3rd quarter. Theory Financial LLC now owns 1,249,993 shares of the company’s stock worth $59,400,000 after buying an additional 660,264 shares during the last quarter. Finally, Cliftonlarsonallen Wealth Advisors LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 108.2% during the 4th quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 1,047,541 shares of the company’s stock valued at $23,779,000 after acquiring an additional 544,306 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ stock opened at $22.72 on Monday. The company has a 50 day moving average price of $22.88 and a 200-day moving average price of $23.21. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.26 and a 52 week high of $24.15.

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.