Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) is TSA Wealth Managment LLC’s 2nd Largest Position

TSA Wealth Managment LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 90.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,159,479 shares of the company’s stock after purchasing an additional 550,324 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up approximately 10.7% of TSA Wealth Managment LLC’s portfolio, making the stock its 2nd biggest position. TSA Wealth Managment LLC owned approximately 0.70% of Schwab U.S. Aggregate Bond ETF worth $26,320,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Westside Investment Management Inc. increased its position in Schwab U.S. Aggregate Bond ETF by 100.0% during the fourth quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock worth $25,000 after buying an additional 558 shares during the period. Archer Investment Corp increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 100.5% in the fourth quarter. Archer Investment Corp now owns 1,103 shares of the company’s stock valued at $25,000 after purchasing an additional 553 shares during the period. Thompson Investment Management Inc. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2,001.8% in the fourth quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock valued at $27,000 after purchasing an additional 1,141 shares during the period. Key Financial Inc acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $32,000. Finally, Modus Advisors LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $33,000.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA:SCHZ opened at $23.24 on Tuesday. The stock’s 50 day simple moving average is $22.79 and its 200-day simple moving average is $23.15. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month 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.