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Blossom Wealth Management Has $1.09 Million Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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Blossom Wealth Management lifted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZGet Rating) by 10.8% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 21,536 shares of the company’s stock after acquiring an additional 2,097 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up 4.9% of Blossom Wealth Management’s investment portfolio, making the stock its 4th largest position. Blossom Wealth Management’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,089,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Clay Northam Wealth Management LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 0.3% during the 1st quarter. Clay Northam Wealth Management LLC now owns 105,872 shares of the company’s stock worth $5,354,000 after acquiring an additional 317 shares during the period. MorganRosel Wealth Management LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 9.2% in the 1st quarter. MorganRosel Wealth Management LLC now owns 300,077 shares of the company’s stock worth $15,175,000 after purchasing an additional 25,402 shares during the period. Ballast Advisors LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 38.1% in the 1st quarter. Ballast Advisors LLC now owns 30,819 shares of the company’s stock worth $1,559,000 after purchasing an additional 8,501 shares during the period. SJA Financial Advisory LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 17.8% in the 1st quarter. SJA Financial Advisory LLC now owns 6,751 shares of the company’s stock worth $341,000 after purchasing an additional 1,022 shares during the period. Finally, Mayflower Financial Advisors LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the 1st quarter worth about $595,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA SCHZ opened at $48.12 on Monday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $46.55 and a 52 week high of $55.29. The business has a 50-day simple moving average of $48.03 and a two-hundred day simple moving average of $50.03.

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