AE Wealth Management LLC trimmed its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Get Rating) by 2.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 115,555 shares of the company's stock after selling 3,188 shares during the quarter. AE Wealth Management LLC owned about 0.08% of Schwab U.S. Aggregate Bond ETF worth $5,275,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Cliftonlarsonallen Wealth Advisors LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $29,497,000. Charles Schwab Trust Co boosted its stake in Schwab U.S. Aggregate Bond ETF by 152.4% during the 4th quarter. Charles Schwab Trust Co now owns 833,830 shares of the company's stock valued at $38,064,000 after purchasing an additional 503,512 shares in the last quarter. Citadel Advisors LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the 2nd quarter valued at $18,007,000. Jane Street Group LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the 1st quarter valued at $17,304,000. Finally, Financial Architects Inc bought a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $12,026,000.
Get Schwab U.S. Aggregate Bond ETF alerts:Schwab U.S. Aggregate Bond ETF Stock Down 0.6 %
Shares of NYSEARCA SCHZ opened at $46.54 on Tuesday. The stock has a fifty day moving average price of $46.43 and a two-hundred day moving average price of $46.10. Schwab U.S. Aggregate Bond ETF has a 1 year low of $43.86 and a 1 year high of $49.17.
Schwab U.S. Aggregate Bond ETF Profile
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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.
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