Forthright Family Wealth Advisory LLC Reduces Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Forthright Family Wealth Advisory LLC reduced its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 25.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 313,206 shares of the company’s stock after selling 107,068 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for approximately 4.5% of Forthright Family Wealth Advisory LLC’s holdings, making the stock its 8th biggest position. Forthright Family Wealth Advisory LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $7,351,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of SCHZ. Alliance Wealth Management Group boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 3.5% in the third quarter. Alliance Wealth Management Group now owns 1,063,942 shares of the company’s stock valued at $24,971,000 after acquiring an additional 36,009 shares during the period. Fortis Capital Advisors LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $1,053,000. Farther Finance Advisors LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 346.8% in the 3rd quarter. Farther Finance Advisors LLC now owns 138,312 shares of the company’s stock valued at $3,246,000 after purchasing an additional 107,357 shares during the period. Belpointe Asset Management LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth $1,053,000. Finally, Cedar Mountain Advisors LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.6% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 645,702 shares of the company’s stock worth $15,155,000 after purchasing an additional 22,623 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Up 0.0%

Shares of SCHZ opened at $23.45 on Friday. The company has a 50-day simple moving average of $23.43 and a 200-day simple moving average of $23.39. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.52 and a 52 week high of $23.71.

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.