ProVise Management Group LLC decreased its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 43.1% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 45,059 shares of the company’s stock after selling 34,181 shares during the quarter. ProVise Management Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,054,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Principal Securities Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF during the fourth quarter worth $57,000. Glassman Wealth Services bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 2nd quarter valued at about $57,000. PNC Financial Services Group Inc. lifted its stake in Schwab U.S. Aggregate Bond ETF by 1,025.2% in the 4th quarter. PNC Financial Services Group Inc. now owns 1,294 shares of the company’s stock valued at $60,000 after purchasing an additional 1,179 shares during the last quarter. LifeSteps Financial Inc. bought a new position in Schwab U.S. Aggregate Bond ETF during the first quarter worth about $63,000. Finally, New Republic Capital LLC grew its holdings 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 worth $64,000 after purchasing an additional 371 shares during the period.
Schwab U.S. Aggregate Bond ETF Stock Performance
NYSEARCA:SCHZ opened at $47.66 on Friday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $43.05 and a 12-month high of $48.30. The stock’s 50 day moving average price is $46.91 and its two-hundred day moving average price is $45.98.
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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