Swmg LLC Has $365,000 Stock Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Swmg LLC reduced its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 6.6% in the 2nd quarter, HoldingsChannel reports. The fund owned 15,850 shares of the company’s stock after selling 1,120 shares during the period. Swmg LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $365,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Roundview Capital LLC increased its position in 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 valued at $795,000 after acquiring an additional 443 shares during the period. Lansing Street Advisors increased its position in Schwab U.S. Aggregate Bond ETF by 2.8% in the 2nd quarter. Lansing Street Advisors now owns 16,345 shares of the company’s stock valued at $380,000 after acquiring an additional 447 shares during the period. Seek First Inc. increased its position in 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 valued at $540,000 after acquiring an additional 458 shares during the period. Modera Wealth Management LLC increased its position in 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 valued at $1,297,000 after acquiring an additional 469 shares during the period. Finally, RBA Wealth Management LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 2.9% during the second quarter. RBA Wealth Management LLC now owns 17,643 shares of the company’s stock worth $410,000 after buying an additional 491 shares during the period.

Schwab U.S. Aggregate Bond ETF Trading Down 0.1%

SCHZ opened at $23.63 on Friday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.43 and a twelve month high of $23.66. The company has a fifty day moving average of $23.39 and a 200-day moving average of $23.12.

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.