CFS Investment Advisory Services LLC Sells 55,569 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

CFS Investment Advisory Services LLC reduced its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 8.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 633,702 shares of the company’s stock after selling 55,569 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises 1.1% of CFS Investment Advisory Services LLC’s investment portfolio, making the stock its 27th biggest position. CFS Investment Advisory Services LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $14,810,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Brighton Jones LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $317,000. AQR Capital Management LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 15.9% in the first quarter. AQR Capital Management LLC now owns 14,212 shares of the company’s stock worth $329,000 after acquiring an additional 1,948 shares during the period. Focus Partners Wealth grew its position in shares of Schwab U.S. Aggregate Bond ETF by 28.9% in the first quarter. Focus Partners Wealth now owns 28,189 shares of the company’s stock valued at $653,000 after purchasing an additional 6,326 shares in the last quarter. Diversify Advisory Services LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the second quarter valued at $3,099,000. Finally, Raymond James Financial Inc. raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 35.9% during the 2nd quarter. Raymond James Financial Inc. now owns 865,452 shares of the company’s stock valued at $20,113,000 after purchasing an additional 228,444 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ opened at $23.15 on Friday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.75 and a 52-week high of $23.73. The stock’s 50-day simple moving average is $23.16 and its 200 day simple moving average is $23.35.

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.