Private Client Services LLC Has $341,000 Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Private Client Services LLC lessened its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 73.6% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 14,522 shares of the company’s stock after selling 40,495 shares during the period. Private Client Services LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $341,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 1.3% in the second quarter. JPMorgan Chase & Co. now owns 12,425,217 shares of the company’s stock valued at $288,762,000 after acquiring an additional 157,994 shares during the period. Ameriprise Financial Inc. grew its position in Schwab U.S. Aggregate Bond ETF by 1.3% in the 2nd quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock worth $173,387,000 after purchasing an additional 98,660 shares during the last quarter. Rockbridge Investment Management LCC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 6.9% during the second quarter. Rockbridge Investment Management LCC now owns 7,382,880 shares of the company’s stock valued at $171,578,000 after buying an additional 477,759 shares during the last quarter. Charles Schwab Trust Co lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 6.4% in the third quarter. Charles Schwab Trust Co now owns 5,946,824 shares of the company’s stock valued at $139,572,000 after buying an additional 359,756 shares during the period. Finally, Envestnet Asset Management Inc. grew its position in Schwab U.S. Aggregate Bond ETF by 2.4% during the second quarter. Envestnet Asset Management Inc. now owns 4,002,318 shares of the company’s stock worth $93,014,000 after buying an additional 94,200 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.5%

Schwab U.S. Aggregate Bond ETF stock opened at $23.36 on Monday. The business has a 50 day moving average price of $23.50 and a two-hundred day moving average price of $23.31. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.43 and a 12 month high of $23.71.

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.