B. Riley Wealth Advisors Inc. trimmed its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 7.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 13,876 shares of the company’s stock after selling 1,159 shares during the quarter. B. Riley Wealth Advisors Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $658,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors also recently made changes to their positions in SCHZ. Archer Investment Corp bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $26,000. Hollencrest Capital Management lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 321.1% in the second quarter. Hollencrest Capital Management now owns 678 shares of the company’s stock worth $31,000 after acquiring an additional 517 shares during the period. Sound Income Strategies LLC bought a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $35,000. Godsey & Gibb Inc. bought a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $36,000. Finally, Bristlecone Advisors LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at approximately $56,000.
Schwab U.S. Aggregate Bond ETF Stock Performance
Shares of NYSEARCA SCHZ opened at $22.68 on Monday. The company’s 50 day moving average price is $22.97 and its 200-day moving average price is $23.22. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week 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.
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