Summit Financial Strategies Inc. Sells 142,922 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Summit Financial Strategies Inc. trimmed its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 51.2% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 136,339 shares of the company’s stock after selling 142,922 shares during the quarter. Summit Financial Strategies Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,013,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Rockbridge Investment Management LCC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 8.2% in the first quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock worth $225,085,000 after purchasing an additional 735,662 shares during the period. Avantax Planning Partners Inc. raised its stake in Schwab U.S. Aggregate Bond ETF by 3.5% in the first quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock valued at $179,042,000 after purchasing an additional 263,321 shares in the last quarter. Charles Schwab Trust Co raised its stake in Schwab U.S. Aggregate Bond ETF by 2.9% in the second quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock valued at $152,702,000 after purchasing an additional 186,945 shares in the last quarter. Envestnet Asset Management Inc. lifted its position in Schwab U.S. Aggregate Bond ETF by 5.7% during the second quarter. Envestnet Asset Management Inc. now owns 3,483,103 shares of the company’s stock worth $80,564,000 after purchasing an additional 188,635 shares during the period. Finally, Oarsman Capital Inc. lifted its position in Schwab U.S. Aggregate Bond ETF by 2,413.9% during the second quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock worth $77,604,000 after purchasing an additional 3,221,648 shares during the period.

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

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.16 on Thursday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $21.92 and a 12-month high of $23.73. The firm’s 50-day moving average price is $22.50 and its two-hundred day moving average price is $22.87.

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.