West Wealth Group LLC Has $7.84 Million Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

West Wealth Group LLC trimmed its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 9.8% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 168,099 shares of the company’s stock after selling 18,357 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for 3.1% of West Wealth Group LLC’s holdings, making the stock its 9th biggest position. West Wealth Group LLC owned approximately 0.11% of Schwab U.S. Aggregate Bond ETF worth $7,837,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Cetera Investment Advisers boosted its position in Schwab U.S. Aggregate Bond ETF by 1.1% during the 4th quarter. Cetera Investment Advisers now owns 22,622 shares of the company’s stock worth $1,033,000 after buying an additional 244 shares during the period. JPMorgan Chase & Co. grew its holdings in Schwab U.S. Aggregate Bond ETF by 3.1% during the first quarter. JPMorgan Chase & Co. now owns 8,321 shares of the company’s stock worth $421,000 after buying an additional 251 shares in the last quarter. MKT Advisors LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 4.0% in the third quarter. MKT Advisors LLC now owns 7,073 shares of the company’s stock valued at $310,000 after acquiring an additional 272 shares in the last quarter. National Bank of Canada FI raised its position in Schwab U.S. Aggregate Bond ETF by 57.6% in the third quarter. National Bank of Canada FI now owns 750 shares of the company’s stock worth $33,000 after acquiring an additional 274 shares during the period. Finally, Brand Asset Management Group Inc. increased its holdings in Schwab U.S. Aggregate Bond ETF by 2.4% in the 3rd quarter. Brand Asset Management Group Inc. now owns 12,707 shares of the company’s stock worth $562,000 after acquiring an additional 293 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of Schwab U.S. Aggregate Bond ETF stock traded down $0.03 on Thursday, hitting $46.02. 44,225 shares of the company traded hands, compared to its average volume of 897,784. The firm’s 50-day simple moving average is $45.90 and its 200 day simple moving average is $45.30. Schwab U.S. Aggregate Bond ETF has a 12-month low of $43.05 and a 12-month high of $47.47.

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.