Phil A. Younker & Associates Ltd. Sells 108,306 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Phil A. Younker & Associates Ltd. decreased its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 11.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 850,254 shares of the company’s stock after selling 108,306 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for about 19.5% of Phil A. Younker & Associates Ltd.’s portfolio, making the stock its 2nd largest position. Phil A. Younker & Associates Ltd. owned approximately 0.23% of Schwab U.S. Aggregate Bond ETF worth $19,760,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently added to or reduced their stakes in the stock. JPMorgan Chase & Co. lifted its stake in Schwab U.S. Aggregate Bond ETF by 4.7% in the first quarter. JPMorgan Chase & Co. now owns 12,267,223 shares of the company’s stock valued at $284,109,000 after buying an additional 546,711 shares during the period. Avantax Planning Partners Inc. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 4.2% in the first quarter. Avantax Planning Partners Inc. now owns 6,787,890 shares of the company’s stock worth $157,208,000 after acquiring an additional 276,661 shares in the last quarter. Total Wealth Planning LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.6% in the second quarter. Total Wealth Planning LLC now owns 3,807,960 shares of the company’s stock worth $88,497,000 after acquiring an additional 60,167 shares in the last quarter. Wealth Enhancement Advisory Services LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 7.4% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 3,691,159 shares of the company’s stock worth $85,487,000 after acquiring an additional 254,568 shares in the last quarter. Finally, HighTower Advisors LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.1% in the first quarter. HighTower Advisors LLC now owns 3,186,597 shares of the company’s stock worth $73,802,000 after acquiring an additional 95,060 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.41 on Friday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.43 and a 1 year high of $23.82. The business has a 50-day moving average of $23.27 and a two-hundred day moving average of $23.08.

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.