Milestones Private Investment Advisors LLC Decreases Stock Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Milestones Private Investment Advisors LLC lowered its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 50.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,439 shares of the company’s stock after selling 23,492 shares during the quarter. Milestones Private Investment Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $544,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. CWM LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 2,068.1% during the fourth quarter. CWM LLC now owns 4,022,406 shares of the company’s stock valued at $94,004,000 after buying an additional 3,836,881 shares during the last quarter. Valpey Financial Services LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 2,295.2% in the 4th quarter. Valpey Financial Services LLC now owns 3,749,009 shares of the company’s stock worth $87,614,000 after buying an additional 3,592,488 shares during the last quarter. Rockbridge Investment Management LCC grew its position 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 buying an additional 999,097 shares during the last quarter. Pacific Park Financial Inc. bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth approximately $14,957,000. Finally, Amicus Financial Advisors LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth approximately $13,423,000.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA:SCHZ opened at $22.86 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.77 and a 52 week high of $23.73. The firm has a 50 day moving average of $23.06 and a 200 day moving average of $23.26.

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.