Callan Capital LLC Sells 3,575 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Callan Capital LLC trimmed its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 2.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 155,909 shares of the company’s stock after selling 3,575 shares during the quarter. Callan Capital LLC owned 0.09% of Schwab U.S. Aggregate Bond ETF worth $7,106,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently modified their holdings of SCHZ. Vantage Financial Partners LLC grew its position in Schwab U.S. Aggregate Bond ETF by 5.3% in the fourth quarter. Vantage Financial Partners LLC now owns 205,245 shares of the company’s stock valued at $9,569,000 after acquiring an additional 10,374 shares during the period. Principal Securities Inc. bought a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at about $57,000. Coldstream Capital Management Inc. boosted its position in Schwab U.S. Aggregate Bond ETF by 32.0% in the fourth quarter. Coldstream Capital Management Inc. now owns 7,124 shares of the company’s stock valued at $332,000 after buying an additional 1,726 shares in the last quarter. EverSource Wealth Advisors LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 1,978.6% during the fourth quarter. EverSource Wealth Advisors LLC now owns 8,169 shares of the company’s stock worth $381,000 after buying an additional 7,776 shares during the last quarter. Finally, US Bancorp DE increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 25.0% during the fourth quarter. US Bancorp DE now owns 14,922 shares of the company’s stock worth $696,000 after buying an additional 2,988 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ opened at $47.66 on Friday. The business’s 50 day simple moving average is $46.91 and its 200-day simple moving average is $45.98. Schwab U.S. Aggregate Bond ETF has a one year low of $43.05 and a one year high of $48.30.

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.