Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) is Total Wealth Planning LLC’s Largest Position

Total Wealth Planning LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 5.0% during the 1st quarter, HoldingsChannel reports. The fund owned 3,747,793 shares of the company’s stock after acquiring an additional 178,624 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for 13.3% of Total Wealth Planning LLC’s portfolio, making the stock its largest position. Total Wealth Planning LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $86,799,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of the stock. Blair William & Co. IL increased its position in Schwab U.S. Aggregate Bond ETF by 124.4% during the fourth quarter. Blair William & Co. IL now owns 1,214 shares of the company’s stock worth $28,000 after purchasing an additional 673 shares during the last quarter. Tucker Asset Management LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 4,529.6% during the 4th quarter. Tucker Asset Management LLC now owns 1,250 shares of the company’s stock valued at $28,000 after buying an additional 1,223 shares during the period. Key Financial Inc purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter worth $32,000. DHJJ Financial Advisors Ltd. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 101.1% in the fourth quarter. DHJJ Financial Advisors Ltd. now owns 1,631 shares of the company’s stock valued at $37,000 after acquiring an additional 820 shares during the last quarter. Finally, Concourse Financial Group Securities Inc. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 100.0% in the fourth quarter. Concourse Financial Group Securities Inc. now owns 2,010 shares of the company’s stock valued at $46,000 after acquiring an additional 1,005 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:SCHZ opened at $22.94 on Thursday. The business has a 50-day moving average of $22.89 and a two-hundred day moving average of $22.92. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.43 and a 12 month high of $24.15.

Schwab U.S. Aggregate Bond ETF Company 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.