Lewis Asset Management LLC Grows Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Lewis Asset Management LLC lifted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 49.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,649 shares of the company’s stock after purchasing an additional 4,817 shares during the quarter. Lewis Asset Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $333,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of SCHZ. Westside Investment Management Inc. raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 100.0% in the fourth quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock worth $25,000 after purchasing an additional 558 shares during the last quarter. Archer Investment Corp bought a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth about $26,000. Modus Advisors LLC purchased a new position in Schwab U.S. Aggregate Bond ETF in the 4th quarter worth about $33,000. Sound Income Strategies LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at about $35,000. Finally, Legacy Bridge LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 100.0% during the 4th quarter. Legacy Bridge LLC now owns 1,530 shares of the company’s stock valued at $35,000 after acquiring an additional 765 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ opened at $22.84 on Thursday. The firm has a 50 day moving average price of $22.86 and a 200-day moving average price of $23.20. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve 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.