HBK Sorce Advisory LLC Decreases Stock Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

HBK Sorce Advisory LLC trimmed its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 39.2% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 11,101 shares of the company’s stock after selling 7,160 shares during the quarter. HBK Sorce Advisory LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $258,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Lathrop Investment Management Co. lifted its position in Schwab U.S. Aggregate Bond ETF by 10.4% during the second quarter. Lathrop Investment Management Co. now owns 92,891 shares of the company’s stock valued at $2,159,000 after acquiring an additional 8,744 shares during the last quarter. Daymark Wealth Partners LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 343.5% during the 2nd quarter. Daymark Wealth Partners LLC now owns 1,175,683 shares of the company’s stock valued at $27,323,000 after purchasing an additional 910,577 shares during the last quarter. Mayflower Financial Advisors LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.5% during the 2nd quarter. Mayflower Financial Advisors LLC now owns 430,986 shares of the company’s stock valued at $10,016,000 after purchasing an additional 10,478 shares during the last quarter. L.M. Kohn & Company lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 14.2% during the 2nd quarter. L.M. Kohn & Company now owns 13,435 shares of the company’s stock valued at $312,000 after purchasing an additional 1,669 shares during the last quarter. Finally, Oarsman Capital Inc. lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 30.1% during the 2nd quarter. Oarsman Capital Inc. now owns 151,220 shares of the company’s stock valued at $3,514,000 after purchasing an additional 34,986 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Down 0.0%

Shares of SCHZ opened at $23.53 on Friday. The stock has a fifty day moving average price of $23.48 and a 200-day moving average price of $23.17. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.43 and a 12 month high of $23.71.

Schwab U.S. Aggregate Bond ETF 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.