Schwab U.S. Aggregate Bond ETF $SCHZ Stock Position Cut by Steele Capital Management Inc.

Steele Capital Management Inc. trimmed its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 97.2% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 197,248 shares of the company’s stock after selling 6,871,730 shares during the quarter. Steele Capital Management Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $4,359,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vantagepoint Investment Advisers LLC purchased a new position in Schwab U.S. Aggregate Bond ETF in the third quarter worth about $346,999,000. Rockbridge Investment Management LCC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 8.2% during the first quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock valued at $225,085,000 after buying an additional 735,662 shares during the last quarter. Avantax Planning Partners Inc. grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.5% during the first quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock valued at $179,042,000 after buying an additional 263,321 shares during the last quarter. Charles Schwab Trust Co increased its position in shares of Schwab U.S. Aggregate Bond ETF by 2.9% during the second quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock valued at $152,702,000 after acquiring an additional 186,945 shares in the last quarter. Finally, Commonwealth Equity Services LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at approximately $92,958,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ opened at $22.57 on Friday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $21.92 and a twelve month high of $23.73. The firm has a 50 day moving average of $22.37 and a 200 day moving average of $22.96.

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.