Nwam LLC Lowers Stock Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Nwam LLC lessened its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 45.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 55,692 shares of the company’s stock after selling 46,940 shares during the quarter. Nwam LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,305,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Rossby Financial LCC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 121.1% during the 3rd quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock worth $25,000 after acquiring an additional 590 shares in the last quarter. Decker Retirement Planning Inc. bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $26,000. LGT Financial Advisors LLC raised its stake in shares of 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 acquiring an additional 1,051 shares in the last quarter. Cloud Capital Management LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $30,000. Finally, Cape Investment Advisory Inc. raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 101,400.0% during the 3rd quarter. Cape Investment Advisory Inc. now owns 3,045 shares of the company’s stock worth $71,000 after acquiring an additional 3,042 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA SCHZ opened at $23.20 on Monday. The company has a 50 day moving average price of $23.29 and a 200 day moving average price of $23.40. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.64 and a 52 week high of $23.73.

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.