Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Stock Holdings Lessened by HB Wealth Management LLC

HB Wealth Management LLC trimmed its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 26.5% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,952 shares of the company’s stock after selling 2,512 shares during the quarter. HB Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $317,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in SCHZ. Principal Securities Inc. bought a new position in Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $57,000. PNC Financial Services Group Inc. raised its position in Schwab U.S. Aggregate Bond ETF by 1,025.2% during the fourth quarter. PNC Financial Services Group Inc. now owns 1,294 shares of the company’s stock valued at $60,000 after acquiring an additional 1,179 shares in the last quarter. National Bank of Canada FI raised its position in Schwab U.S. Aggregate Bond ETF by 76.7% during the fourth quarter. National Bank of Canada FI now owns 1,325 shares of the company’s stock valued at $61,000 after acquiring an additional 575 shares in the last quarter. LifeSteps Financial Inc. bought a new position in Schwab U.S. Aggregate Bond ETF during the first quarter valued at approximately $63,000. Finally, New Republic Capital LLC raised its position in Schwab U.S. Aggregate Bond ETF by 37.3% during the fourth quarter. New Republic Capital LLC now owns 1,365 shares of the company’s stock valued at $64,000 after acquiring an additional 371 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.3 %

Shares of SCHZ opened at $47.04 on Friday. The firm’s 50 day moving average price is $46.39 and its 200 day moving average price is $45.79. Schwab U.S. Aggregate Bond ETF has a twelve month low of $43.05 and a twelve month high of $47.39.

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.