Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Bought by D L Carlson Investment Group Inc.

D L Carlson Investment Group Inc. grew its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 96.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 34,052 shares of the company’s stock after buying an additional 16,758 shares during the quarter. D L Carlson Investment Group Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $773,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of SCHZ. Partners in Financial Planning purchased a new position in Schwab U.S. Aggregate Bond ETF during the fourth quarter worth approximately $301,000. Bcwm LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF in the 4th quarter worth $1,718,000. Tucker Asset Management LLC raised its position in Schwab U.S. Aggregate Bond ETF by 4,529.6% during the fourth quarter. Tucker Asset Management LLC now owns 1,250 shares of the company’s stock worth $28,000 after acquiring an additional 1,223 shares during the period. Valley Forge Investment Consultants Inc. ADV lifted its holdings in Schwab U.S. Aggregate Bond ETF by 111.7% during the fourth quarter. Valley Forge Investment Consultants Inc. ADV now owns 86,021 shares of the company’s stock valued at $1,953,000 after purchasing an additional 45,386 shares in the last quarter. Finally, WealthTrak Capital Management LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at about $884,000.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ stock opened at $23.13 on Monday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.26 and a 52 week high of $24.15. The firm has a 50-day simple moving average of $22.96 and a 200-day simple moving average of $23.07.

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.