AE Wealth Management LLC trimmed its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 10.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 363,972 shares of the company’s stock after selling 43,205 shares during the period. AE Wealth Management LLC owned 0.09% of Schwab U.S. Aggregate Bond ETF worth $8,506,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors also recently bought and sold shares of the company. Alliance Wealth Management Group lifted its holdings in Schwab U.S. Aggregate Bond ETF by 3.5% during the 3rd quarter. Alliance Wealth Management Group now owns 1,063,942 shares of the company’s stock worth $24,971,000 after buying an additional 36,009 shares during the last quarter. Fortis Capital Advisors LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth about $1,053,000. Belpointe Asset Management LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth about $1,053,000. Farther Finance Advisors LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 346.8% during the 3rd quarter. Farther Finance Advisors LLC now owns 138,312 shares of the company’s stock worth $3,246,000 after buying an additional 107,357 shares during the last quarter. Finally, Chatterton & Associates Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth about $3,996,000.
Schwab U.S. Aggregate Bond ETF Stock Up 0.4%
Shares of NYSEARCA SCHZ opened at $23.36 on Friday. The business has a 50-day moving average of $23.37 and a two-hundred day moving average of $23.43. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.64 and a 1 year high of $23.73.
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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