Schwab U.S. Aggregate Bond ETF $SCHZ Position Lessened by Avior Wealth Management LLC

Avior Wealth Management LLC cut its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 86.4% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 362,368 shares of the company’s stock after selling 2,295,540 shares during the period. Avior Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $8,008,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. HORAN Wealth LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 4.0% in the second quarter. HORAN Wealth LLC now owns 11,523 shares of the company’s stock valued at $267,000 after buying an additional 447 shares in the last quarter. World Investment Advisors raised its position in shares of Schwab U.S. Aggregate Bond ETF by 4.8% in the fourth quarter. World Investment Advisors now owns 12,158 shares of the company’s stock worth $284,000 after acquiring an additional 562 shares during the period. NBT Bank N A NY boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 0.7% during the 1st quarter. NBT Bank N A NY now owns 76,663 shares of the company’s stock worth $1,780,000 after acquiring an additional 566 shares in the last quarter. Twin Cities Retirement Group LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 0.5% during the 2nd quarter. Twin Cities Retirement Group LLC now owns 127,460 shares of the company’s stock worth $2,948,000 after acquiring an additional 574 shares in the last quarter. Finally, PFG Investments LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 6.0% during the 1st quarter. PFG Investments LLC now owns 11,242 shares of the company’s stock valued at $261,000 after acquiring an additional 641 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:SCHZ opened at $22.13 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $21.92 and a 52 week high of $23.73. The stock’s 50-day moving average price is $22.52 and its 200-day moving average price is $22.88.

Schwab U.S. Aggregate Bond ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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