Peak Financial Management Inc. Sells 10,274 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Peak Financial Management Inc. decreased its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 9.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 101,002 shares of the company’s stock after selling 10,274 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises 1.6% of Peak Financial Management Inc.’s investment portfolio, making the stock its 23rd largest holding. Peak Financial Management Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $4,709,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Transform Wealth LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 8.6% in the 4th quarter. Transform Wealth LLC now owns 32,925 shares of the company’s stock valued at $1,535,000 after buying an additional 2,612 shares in the last quarter. Spectrum Planning & Advisory Services Inc. lifted its holdings in Schwab U.S. Aggregate Bond ETF by 7.0% in the 4th quarter. Spectrum Planning & Advisory Services Inc. now owns 33,472 shares of the company’s stock worth $1,560,000 after purchasing an additional 2,193 shares during the last quarter. Sage Financial Group Inc. lifted its holdings in Schwab U.S. Aggregate Bond ETF by 34.9% in the 4th quarter. Sage Financial Group Inc. now owns 17,609 shares of the company’s stock worth $821,000 after purchasing an additional 4,558 shares during the last quarter. ACT Wealth Management LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF in the 4th quarter worth approximately $221,000. Finally, Sterling Investment Management LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF in the 4th quarter worth approximately $1,355,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ opened at $46.00 on Friday. The business has a 50 day moving average price of $45.90 and a 200 day moving average price of $45.30. Schwab U.S. Aggregate Bond ETF has a twelve month low of $43.05 and a twelve month high of $47.47.

About Schwab U.S. Aggregate Bond ETF

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.