Vaughan David Investments LLC IL Cuts Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Vaughan David Investments LLC IL trimmed its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 9.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,528 shares of the company’s stock after selling 764 shares during the period. Vaughan David Investments LLC IL’s holdings in Schwab U.S. Aggregate Bond ETF were worth $346,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in SCHZ. Dynamic Advisor Solutions LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF in the 4th quarter worth about $403,000. HB Wealth Management LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 67.4% in the fourth quarter. HB Wealth Management LLC now owns 17,061 shares of the company’s stock worth $795,000 after acquiring an additional 6,868 shares during the last quarter. Cooper Financial Group boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 16.8% in the fourth quarter. Cooper Financial Group now owns 15,079 shares of the company’s stock worth $703,000 after acquiring an additional 2,166 shares during the last quarter. CVA Family Office LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 113.7% during the fourth quarter. CVA Family Office LLC now owns 29,014 shares of the company’s stock worth $1,353,000 after purchasing an additional 15,434 shares in the last quarter. Finally, Raymond James Financial Services Advisors Inc. raised its stake in Schwab U.S. Aggregate Bond ETF by 18.1% in the 4th quarter. Raymond James Financial Services Advisors Inc. now owns 431,459 shares of the company’s stock valued at $20,115,000 after purchasing an additional 66,269 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Down 0.3 %

SCHZ traded down $0.15 on Wednesday, hitting $45.85. 377,256 shares of the company’s stock were exchanged, compared to its average volume of 734,417. The firm has a 50-day moving average price of $45.68 and a 200-day moving average price of $45.66. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $43.05 and a fifty-two week high of $47.00.

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.