Downshift Financial LLC Sells 29,650 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Downshift Financial LLC reduced its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 56.5% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 22,873 shares of the company’s stock after selling 29,650 shares during the period. Downshift Financial LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $531,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. JPMorgan Chase & Co. lifted its position in Schwab U.S. Aggregate Bond ETF by 3.7% during the fourth quarter. JPMorgan Chase & Co. now owns 12,588,220 shares of the company’s stock valued at $294,187,000 after purchasing an additional 451,820 shares during the last quarter. Rockbridge Investment Management LCC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 12.6% in the 4th quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock worth $209,347,000 after purchasing an additional 999,097 shares in the last quarter. Ameriprise Financial Inc. increased its position in shares of Schwab U.S. Aggregate Bond ETF by 1.3% during the 2nd quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock valued at $173,387,000 after purchasing an additional 98,660 shares during the last quarter. Avantax Planning Partners Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.7% during the 4th quarter. Avantax Planning Partners Inc. now owns 7,447,340 shares of the company’s stock valued at $174,044,000 after buying an additional 264,273 shares in the last quarter. Finally, Charles Schwab Trust Co boosted its stake in Schwab U.S. Aggregate Bond ETF by 4.5% in the fourth quarter. Charles Schwab Trust Co now owns 6,215,188 shares of the company’s stock worth $145,249,000 after buying an additional 268,364 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Down 0.0%

Shares of NYSEARCA SCHZ opened at $23.05 on Tuesday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.77 and a one year high of $23.73. The firm’s 50 day simple moving average is $23.09 and its two-hundred day simple moving average is $23.28.

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.