Caliber Wealth Management LLC KS Decreases Stock Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Caliber Wealth Management LLC KS decreased its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 5.4% during the second quarter, Holdings Channel.com reports. The fund owned 9,451 shares of the company’s stock after selling 536 shares during the quarter. Caliber Wealth Management LLC KS’s holdings in Schwab U.S. Aggregate Bond ETF were worth $220,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Brighton Jones LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at about $317,000. Daymark Wealth Partners LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 10.4% during the 1st quarter. Daymark Wealth Partners LLC now owns 265,106 shares of the company’s stock valued at $6,140,000 after purchasing an additional 24,974 shares in the last quarter. Independent Solutions Wealth Management LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 4.2% during the 1st quarter. Independent Solutions Wealth Management LLC now owns 283,942 shares of the company’s stock valued at $6,576,000 after purchasing an additional 11,439 shares in the last quarter. Perigon Wealth Management LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.6% during the 1st quarter. Perigon Wealth Management LLC now owns 163,109 shares of the company’s stock valued at $3,778,000 after purchasing an additional 2,563 shares in the last quarter. Finally, Lifelong Wealth Advisors Inc. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.4% during the 1st quarter. Lifelong Wealth Advisors Inc. now owns 152,264 shares of the company’s stock valued at $3,526,000 after purchasing an additional 4,980 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Up 0.0%

Shares of SCHZ opened at $23.70 on Thursday. The firm’s 50-day moving average price is $23.42 and its 200-day moving average price is $23.13. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.43 and a 1-year 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.