Ashton Thomas Private Wealth LLC Has $5.65 Million Stake in Schwab U.S. Aggregate Bond ETF $SCHZ

Ashton Thomas Private Wealth LLC decreased its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 1.6% during the second quarter, Holdings Channel.com reports. The firm owned 242,913 shares of the company’s stock after selling 3,882 shares during the period. Ashton Thomas Private Wealth LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $5,645,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in SCHZ. Brighton Jones LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter worth approximately $317,000. Western Wealth Management LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 62.6% in the first quarter. Western Wealth Management LLC now owns 16,247 shares of the company’s stock worth $376,000 after buying an additional 6,254 shares during the last quarter. Clay Northam Wealth Management LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 8.0% in the first quarter. Clay Northam Wealth Management LLC now owns 289,841 shares of the company’s stock worth $6,713,000 after buying an additional 21,396 shares during the last quarter. Legacy Wealth Management Inc increased its holdings in Schwab U.S. Aggregate Bond ETF by 64.7% in the first quarter. Legacy Wealth Management Inc now owns 39,347 shares of the company’s stock worth $911,000 after buying an additional 15,455 shares during the last quarter. Finally, RCS Financial Planning LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 37.6% in the first quarter. RCS Financial Planning LLC now owns 38,852 shares of the company’s stock worth $900,000 after buying an additional 10,621 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:SCHZ opened at $23.67 on Monday. The stock’s 50 day moving average price is $23.44 and its 200 day moving average price is $23.14. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.43 and a 52 week high of $23.71.

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.