Wealthspire Advisors LLC trimmed its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 3.9% during the second quarter, Holdings Channel.com reports. The fund owned 99,179 shares of the company’s stock after selling 4,056 shares during the period. Wealthspire Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,305,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Assetmark Inc. grew its position in shares of Schwab U.S. Aggregate Bond ETF by 1,210.7% in the second quarter. Assetmark Inc. now owns 3,670 shares of the company’s stock valued at $85,000 after purchasing an additional 3,390 shares during the last quarter. New Republic Capital LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 132.6% during the 1st quarter. New Republic Capital LLC now owns 4,507 shares of the company’s stock valued at $104,000 after buying an additional 2,569 shares during the last quarter. Colonial Trust Advisors purchased a new position in Schwab U.S. Aggregate Bond ETF during the first quarter worth $121,000. AdvisorNet Financial Inc boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 17.0% during the second quarter. AdvisorNet Financial Inc now owns 6,242 shares of the company’s stock valued at $145,000 after acquiring an additional 909 shares during the last quarter. Finally, Ameritas Advisory Services LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 2nd quarter worth about $204,000.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of SCHZ stock opened at $23.42 on Thursday. The firm has a 50-day moving average price of $23.51 and a 200 day moving average price of $23.21. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.43 and a twelve month high of $23.71.
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.
Featured Articles
- Five stocks we like better than Schwab U.S. Aggregate Bond ETF
- What is the MACD Indicator and How to Use it in Your Trading
- Why Target Stock May Keep Falling Despite a 5% Dividend Yield
- Insider Trades May Not Tell You What You Think
- Is Tesla Setting Up for a Year-End Rebound—or a Collapse?
- What is Short Interest? How to Use It
- Applied Materials: Up 40% in 2025 With Room to Run Long-Term
Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report).
Receive News & Ratings for Schwab U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.
