Wealthgarden F.S. LLC Reduces Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Wealthgarden F.S. LLC lessened its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 41.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 22,924 shares of the company’s stock after selling 16,474 shares during the period. Wealthgarden F.S. LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $520,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Bush Investment Group LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 3.7% during the 3rd quarter. Bush Investment Group LLC now owns 38,288 shares of the company’s stock valued at $1,819,000 after buying an additional 1,381 shares during the last quarter. Forthright Family Wealth Advisory LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 184.7% during the 3rd quarter. Forthright Family Wealth Advisory LLC now owns 405,421 shares of the company’s stock valued at $19,266,000 after buying an additional 263,027 shares during the last quarter. Independent Solutions Wealth Management LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 9.8% during the 3rd quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock valued at $7,318,000 after buying an additional 13,731 shares during the last quarter. JPMorgan Chase & Co. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 12.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock valued at $300,804,000 after buying an additional 689,398 shares during the last quarter. Finally, Atomi Financial Group Inc. purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $234,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ opened at $22.97 on Friday. The stock’s 50-day simple moving average is $22.75 and its 200 day simple moving average is $23.16. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15.

Schwab U.S. Aggregate Bond ETF Company 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.