True North Advisors LLC reduced its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 10.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 43,401 shares of the company’s stock after selling 5,300 shares during the period. True North Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,009,000 at the end of the most recent quarter.
Other institutional investors and hedge funds also recently bought and sold shares of the company. Roundview Capital LLC grew its position in Schwab U.S. Aggregate Bond ETF by 1.3% in the first quarter. Roundview Capital LLC now owns 34,306 shares of the company’s stock worth $795,000 after buying an additional 443 shares during the last quarter. Seek First Inc. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.0% during the 2nd quarter. Seek First Inc. now owns 23,241 shares of the company’s stock worth $540,000 after acquiring an additional 458 shares in the last quarter. Modera Wealth Management LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 0.8% in the 1st quarter. Modera Wealth Management LLC now owns 56,007 shares of the company’s stock worth $1,297,000 after acquiring an additional 469 shares during the last quarter. AdvisorNet Financial Inc raised its position in shares of Schwab U.S. Aggregate Bond ETF by 11.7% during the first quarter. AdvisorNet Financial Inc now owns 5,333 shares of the company’s stock worth $124,000 after purchasing an additional 559 shares during the period. Finally, Note Advisors LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.7% during the first quarter. Note Advisors LLC now owns 15,774 shares of the company’s stock valued at $365,000 after purchasing an additional 560 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of SCHZ opened at $23.41 on Friday. The business’s 50-day moving average price is $23.27 and its 200 day moving average price is $23.08. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.43 and a 1-year high of $23.82.
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.
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