Great Waters Wealth Management Sells 2,024 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Great Waters Wealth Management decreased its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 42,396 shares of the company’s stock after selling 2,024 shares during the quarter. Great Waters Wealth Management’s holdings in Schwab U.S. Aggregate Bond ETF were worth $982,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Thompson Investment Management Inc. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2,001.8% during the 4th quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock worth $27,000 after purchasing an additional 1,141 shares during the period. Tucker Asset Management LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 4,529.6% during the 4th quarter. Tucker Asset Management LLC now owns 1,250 shares of the company’s stock worth $28,000 after purchasing an additional 1,223 shares during the period. Blair William & Co. IL increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 124.4% during the 4th quarter. Blair William & Co. IL now owns 1,214 shares of the company’s stock worth $28,000 after purchasing an additional 673 shares during the period. Key Financial Inc bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth about $32,000. Finally, DHJJ Financial Advisors Ltd. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 101.1% during the 4th quarter. DHJJ Financial Advisors Ltd. now owns 1,631 shares of the company’s stock worth $37,000 after purchasing an additional 820 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:SCHZ opened at $22.77 on Monday. The firm’s 50-day moving average is $22.92 and its 200-day moving average is $22.92. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.43 and a 52-week high of $24.15.

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.