Peak Financial Management Inc. Cuts Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Peak Financial Management Inc. trimmed its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 9.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 101,002 shares of the company’s stock after selling 10,274 shares during the period. Schwab U.S. Aggregate Bond ETF comprises approximately 1.6% of Peak Financial Management Inc.’s portfolio, making the stock its 23rd largest position. Peak Financial Management Inc. owned about 0.06% of Schwab U.S. Aggregate Bond ETF worth $4,709,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Moneta Group Investment Advisors LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 90,669.4% during the fourth quarter. Moneta Group Investment Advisors LLC now owns 197,544,995 shares of the company’s stock worth $9,017,929,000 after purchasing an additional 197,327,361 shares during the period. JPMorgan Chase & Co. raised its stake in Schwab U.S. Aggregate Bond ETF by 4,218.2% in the third quarter. JPMorgan Chase & Co. now owns 2,419,519 shares of the company’s stock worth $107,015,000 after buying an additional 2,363,488 shares in the last quarter. Susquehanna International Group LLP raised its stake in Schwab U.S. Aggregate Bond ETF by 29,399.5% in the first quarter. Susquehanna International Group LLP now owns 1,474,975 shares of the company’s stock worth $69,191,000 after buying an additional 1,469,975 shares in the last quarter. Charles Schwab Investment Management Inc. raised its stake in Schwab U.S. Aggregate Bond ETF by 3.1% in the third quarter. Charles Schwab Investment Management Inc. now owns 24,613,846 shares of the company’s stock worth $1,088,670,000 after buying an additional 742,887 shares in the last quarter. Finally, Citadel Advisors LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the second quarter worth about $18,007,000.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ stock opened at $46.00 on Friday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $43.05 and a 1 year high of $47.47. The firm has a 50-day moving average of $45.90 and a 200 day moving average of $45.30.

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.