Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Sold by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC trimmed its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 0.4% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,725,521 shares of the company’s stock after selling 6,727 shares during the period. Wealth Enhancement Advisory Services LLC owned 1.04% of Schwab U.S. Aggregate Bond ETF worth $39,169,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the stock. JPMorgan Chase & Co. lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 12.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock worth $300,804,000 after acquiring an additional 689,398 shares during the period. Charles Schwab Trust Co lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 87.5% in the 3rd quarter. Charles Schwab Trust Co now owns 2,900,621 shares of the company’s stock worth $137,838,000 after acquiring an additional 1,353,589 shares during the period. Rockbridge Investment Management LCC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 10.2% in the 3rd quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock worth $135,366,000 after acquiring an additional 263,472 shares during the period. Total Wealth Planning LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 16.5% in the 3rd quarter. Total Wealth Planning LLC now owns 1,669,016 shares of the company’s stock worth $79,312,000 after acquiring an additional 236,167 shares during the period. Finally, HighTower Advisors LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 7.3% in the 3rd quarter. HighTower Advisors LLC now owns 1,454,892 shares of the company’s stock worth $69,130,000 after acquiring an additional 99,392 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Down 0.5 %

Shares of NYSEARCA:SCHZ opened at $22.49 on Friday. The company has a 50 day moving average of $22.92 and a 200-day moving average of $23.21. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve month high of $24.15.

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.