Beacon Bridge Wealth Partners LLC Trims Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Beacon Bridge Wealth Partners LLC decreased its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 18.8% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 174,021 shares of the company’s stock after selling 40,190 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for approximately 1.4% of Beacon Bridge Wealth Partners LLC’s portfolio, making the stock its 22nd largest holding. Beacon Bridge Wealth Partners LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $4,067,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Rossby Financial LCC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 121.1% in the 3rd quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock valued at $25,000 after acquiring an additional 590 shares during the period. Decker Retirement Planning Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth $26,000. LGT Financial Advisors LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 868.6% during the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock worth $28,000 after buying an additional 1,051 shares during the period. Cloud Capital Management LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth $30,000. Finally, Bernard Wealth Management Corp. acquired a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth $31,000.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA SCHZ opened at $23.36 on Monday. The company has a 50-day simple moving average of $23.37 and a 200-day simple moving average of $23.43. Schwab U.S. Aggregate Bond ETF has a one year low of $22.64 and a one year high of $23.73.

About Schwab U.S. Aggregate Bond ETF

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.