Client 1ST Advisory Group LLC Acquires Shares of 302,071 Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Client 1ST Advisory Group LLC bought a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 302,071 shares of the company’s stock, valued at approximately $6,857,000. Schwab U.S. Aggregate Bond ETF comprises 2.6% of Client 1ST Advisory Group LLC’s investment portfolio, making the stock its 8th largest position. Client 1ST Advisory Group LLC owned about 0.18% of Schwab U.S. Aggregate Bond ETF as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 3.3% in the 2nd quarter. Brighton Jones LLC now owns 6,765 shares of the company’s stock worth $308,000 after acquiring an additional 216 shares during the last quarter. Great Waters Wealth Management grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.4% in the third quarter. Great Waters Wealth Management now owns 24,634 shares of the company’s stock worth $1,171,000 after purchasing an additional 329 shares during the last quarter. Western Financial Corp CA increased its holdings in Schwab U.S. Aggregate Bond ETF by 2.1% during the 3rd quarter. Western Financial Corp CA now owns 22,318 shares of the company’s stock valued at $1,061,000 after purchasing an additional 454 shares during the period. Twele Capital Management Inc. raised its position in Schwab U.S. Aggregate Bond ETF by 1.8% during the 3rd quarter. Twele Capital Management Inc. now owns 26,181 shares of the company’s stock valued at $1,244,000 after purchasing an additional 459 shares during the last quarter. Finally, RDA Financial Network lifted its holdings in Schwab U.S. Aggregate Bond ETF by 1.7% in the 3rd quarter. RDA Financial Network now owns 28,726 shares of the company’s stock worth $1,365,000 after buying an additional 475 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

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

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.