TSA Wealth Managment LLC Has $25.60 Million Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

TSA Wealth Managment LLC lowered its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,105,136 shares of the company’s stock after selling 54,343 shares during the period. Schwab U.S. Aggregate Bond ETF comprises about 10.2% of TSA Wealth Managment LLC’s portfolio, making the stock its 2nd largest holding. TSA Wealth Managment LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $25,595,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Blair William & Co. IL grew its position in Schwab U.S. Aggregate Bond ETF by 124.4% in the fourth quarter. Blair William & Co. IL now owns 1,214 shares of the company’s stock valued at $28,000 after purchasing an additional 673 shares in the last quarter. Tucker Asset Management LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 4,529.6% in the fourth quarter. Tucker Asset Management LLC now owns 1,250 shares of the company’s stock valued at $28,000 after acquiring an additional 1,223 shares during the last quarter. Concourse Financial Group Securities Inc. lifted its stake 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. Main Street Group LTD lifted its stake in Schwab U.S. Aggregate Bond ETF by 87.1% in the fourth quarter. Main Street Group LTD now owns 2,576 shares of the company’s stock valued at $58,000 after acquiring an additional 1,199 shares during the last quarter. Finally, Townsend Asset Management Corp NC ADV lifted its stake in Schwab U.S. Aggregate Bond ETF by 102.2% in the fourth quarter. Townsend Asset Management Corp NC ADV now owns 2,622 shares of the company’s stock valued at $60,000 after acquiring an additional 1,325 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Down 0.0%

Shares of SCHZ stock opened at $23.13 on Thursday. The company has a fifty day moving average price of $22.92 and a two-hundred day moving average price of $22.91. Schwab U.S. Aggregate Bond ETF has a one year low of $22.43 and a one year 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.