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

Wealthgarden F.S. LLC decreased its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 41.8% during the fourth quarter, HoldingsChannel.com reports. The firm 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.

A number of other institutional investors have also added to or reduced their stakes in the stock. Forvis Mazars Wealth Advisors LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 70.4% during the 4th quarter. Forvis Mazars Wealth Advisors LLC now owns 33,225 shares of the company’s stock worth $754,000 after purchasing an additional 13,727 shares in the last quarter. Theory Financial LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 6.2% during the 4th quarter. Theory Financial LLC now owns 1,326,998 shares of the company’s stock valued at $30,123,000 after acquiring an additional 77,005 shares during the last quarter. Wealthspire Advisors LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 163.3% during the 4th quarter. Wealthspire Advisors LLC now owns 105,273 shares of the company’s stock valued at $2,390,000 after acquiring an additional 65,291 shares during the last quarter. Curtis Advisory Group LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 133.6% during the 4th quarter. Curtis Advisory Group LLC now owns 242,227 shares of the company’s stock valued at $5,499,000 after acquiring an additional 138,544 shares during the last quarter. Finally, Callan Capital LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 100.6% during the 4th quarter. Callan Capital LLC now owns 322,031 shares of the company’s stock valued at $7,310,000 after acquiring an additional 161,507 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.4 %

Shares of SCHZ opened at $22.97 on Friday. The stock has a 50-day moving average price of $22.75 and a 200-day moving average price of $23.16. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15.

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.