TSA Wealth Managment LLC Acquires New Shares in Schwab U.S. Aggregate Bond ETF $SCHZ

TSA Wealth Managment LLC acquired a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 1,135,116 shares of the company’s stock, valued at approximately $25,086,000. Schwab U.S. Aggregate Bond ETF accounts for 7.0% of TSA Wealth Managment LLC’s holdings, making the stock its 2nd biggest position.

A number of other large investors have also recently made changes to their positions in SCHZ. Washington Trust Advisors Inc. purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at approximately $122,000. Denver PWM LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at approximately $16,271,000. BIP Wealth LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 853.9% in the third quarter. BIP Wealth LLC now owns 1,453,316 shares of the company’s stock worth $32,118,000 after acquiring an additional 1,300,962 shares during the period. Legacy Wealth Management LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 123.7% in the third quarter. Legacy Wealth Management LLC now owns 103,659 shares of the company’s stock worth $2,291,000 after acquiring an additional 57,316 shares during the period. Finally, Patrick M Sweeney & Associates Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter worth $341,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:SCHZ traded down $0.04 during trading hours on Friday, hitting $22.42. The company had a trading volume of 1,613,924 shares, compared to its average volume of 2,284,856. The stock has a 50-day moving average price of $22.43 and a 200 day moving average price of $22.83. Schwab U.S. Aggregate Bond ETF has a 52 week low of $21.92 and a 52 week high of $23.73.

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.