Midwest Capital Advisors LLC lowered its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 73.9% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 20,982 shares of the company’s stock after selling 59,535 shares during the period. Midwest Capital Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $487,000 at the end of the most recent reporting period.
Other hedge funds also recently made changes to their positions in the company. Newport Capital Group LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth $25,000. Godfrey Financial Associates Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at about $25,000. LGT Financial Advisors LLC grew its position in Schwab U.S. Aggregate Bond ETF by 868.6% during the third quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock valued at $28,000 after acquiring an additional 1,051 shares during the period. Gilpin Wealth Management LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the fourth quarter worth about $28,000. Finally, CIBC Private Wealth Group LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 1,165.0% during the fourth quarter. CIBC Private Wealth Group LLC now owns 2,024 shares of the company’s stock worth $47,000 after acquiring an additional 1,864 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Performance
Schwab U.S. Aggregate Bond ETF stock opened at $23.04 on Thursday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.77 and a 12 month high of $23.73. The stock’s 50-day moving average is $23.10 and its 200-day moving average is $23.28.
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.
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