Empirical Financial Services LLC d.b.a. Empirical Wealth Management reduced its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 4.5% during the second quarter, Holdings Channel.com reports. The firm owned 158,145 shares of the company’s stock after selling 7,378 shares during the quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,675,000 as of its most recent SEC filing.
A number of other large investors also recently modified their holdings of the company. Roundview Capital LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.3% in the 1st quarter. Roundview Capital LLC now owns 34,306 shares of the company’s stock worth $795,000 after purchasing an additional 443 shares in the last quarter. Seek First Inc. lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.0% in the 2nd quarter. Seek First Inc. now owns 23,241 shares of the company’s stock worth $540,000 after purchasing an additional 458 shares in the last quarter. Modera Wealth Management LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 0.8% in the 1st quarter. Modera Wealth Management LLC now owns 56,007 shares of the company’s stock worth $1,297,000 after purchasing an additional 469 shares in the last quarter. RBA Wealth Management LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.9% in the 2nd quarter. RBA Wealth Management LLC now owns 17,643 shares of the company’s stock worth $410,000 after purchasing an additional 491 shares in the last quarter. Finally, Kiley Juergens Wealth Management LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.0% in the 2nd quarter. Kiley Juergens Wealth Management LLC now owns 55,053 shares of the company’s stock worth $1,279,000 after purchasing an additional 557 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
NYSEARCA SCHZ opened at $23.45 on Friday. The business has a fifty day simple moving average of $23.32 and a 200 day simple moving average of $23.09. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.43 and a 12 month high of $23.65.
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.
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