Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Sold by LVW Advisors LLC

LVW Advisors LLC cut its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 9.6% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 27,830 shares of the company’s stock after selling 2,956 shares during the period. LVW Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,280,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in SCHZ. Beaird Harris Wealth Management LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $25,000. Financial Management Professionals Inc. lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 275.1% during the 4th quarter. Financial Management Professionals Inc. now owns 784 shares of the company’s stock worth $37,000 after purchasing an additional 575 shares during the period. ICA Group Wealth Management LLC purchased a new position in Schwab U.S. Aggregate Bond ETF during the fourth quarter worth about $53,000. Principal Securities Inc. acquired a new stake in Schwab U.S. Aggregate Bond ETF in the 4th quarter worth about $57,000. Finally, Sound Income Strategies LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at about $59,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Schwab U.S. Aggregate Bond ETF stock opened at $45.58 on Monday. The firm has a 50 day moving average price of $45.39 and a 200 day moving average price of $45.74. Schwab U.S. Aggregate Bond ETF has a 1 year low of $43.05 and a 1 year high of $47.00.

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.