Swmg LLC lowered its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 6.6% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 15,850 shares of the company’s stock after selling 1,120 shares during the period. Swmg LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $365,000 at the end of the most recent quarter.
A number of other institutional investors have also recently bought and sold shares of SCHZ. Brighton Jones LLC bought a new stake in Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at about $317,000. L.M. Kohn & Company bought a new stake in Schwab U.S. Aggregate Bond ETF in the 1st quarter valued at about $273,000. Spectrum Planning & Advisory Services Inc. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 19.9% in the 1st quarter. Spectrum Planning & Advisory Services Inc. now owns 315,850 shares of the company’s stock valued at $7,315,000 after purchasing an additional 52,470 shares during the period. Garde Capital Inc. bought a new stake in Schwab U.S. Aggregate Bond ETF in the 1st quarter valued at about $720,000. Finally, Merkkuri Wealth Advisors LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 6.1% in the 1st quarter. Merkkuri Wealth Advisors LLC now owns 32,747 shares of the company’s stock valued at $758,000 after purchasing an additional 1,883 shares during the period.
Schwab U.S. Aggregate Bond ETF Stock Performance
Shares of NYSEARCA:SCHZ opened at $23.63 on Friday. The firm has a 50 day moving average of $23.39 and a 200-day moving average of $23.12. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.43 and a 12 month high of $23.66.
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.
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