Independent Solutions Wealth Management LLC Sells 2,484 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Independent Solutions Wealth Management LLC trimmed its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 0.9% in the 2nd quarter, HoldingsChannel reports. The firm owned 281,458 shares of the company’s stock after selling 2,484 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up approximately 1.3% of Independent Solutions Wealth Management LLC’s portfolio, making the stock its 21st largest holding. Independent Solutions Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $6,541,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also added to or reduced their stakes in SCHZ. Jane Street Group LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 1,165.6% in the 1st quarter. Jane Street Group LLC now owns 2,274,341 shares of the company’s stock worth $52,674,000 after purchasing an additional 2,094,632 shares during the period. Ascent Group LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 260.0% in the 1st quarter. Ascent Group LLC now owns 1,291,417 shares of the company’s stock worth $29,909,000 after purchasing an additional 932,671 shares during the period. Vident Advisory LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 145.3% in the 1st quarter. Vident Advisory LLC now owns 1,109,646 shares of the company’s stock worth $25,699,000 after purchasing an additional 657,360 shares during the period. ZynergyRetirementPlanningLLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 107.2% during the 1st quarter. ZynergyRetirementPlanningLLC now owns 1,164,805 shares of the company’s stock valued at $26,441,000 after acquiring an additional 602,579 shares during the last quarter. Finally, JPMorgan Chase & Co. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 4.7% during the 1st quarter. JPMorgan Chase & Co. now owns 12,267,223 shares of the company’s stock valued at $284,109,000 after acquiring an additional 546,711 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Down 0.2%

NYSEARCA SCHZ opened at $23.40 on Tuesday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.43 and a one year high of $23.65. The stock has a 50 day moving average price of $23.33 and a 200-day moving average price of $23.09.

Schwab U.S. Aggregate Bond ETF Company 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.