Blue Barn Wealth LLC Has $2.38 Million Stake in Schwab U.S. Aggregate Bond ETF $SCHZ

Blue Barn Wealth LLC reduced its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 2.5% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 102,198 shares of the company’s stock after selling 2,671 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for approximately 1.1% of Blue Barn Wealth LLC’s investment portfolio, making the stock its 21st largest holding. Blue Barn Wealth LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,375,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Assetmark Inc. lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 1,210.7% during the second quarter. Assetmark Inc. now owns 3,670 shares of the company’s stock valued at $85,000 after acquiring an additional 3,390 shares during the period. New Republic Capital LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 132.6% during the first quarter. New Republic Capital LLC now owns 4,507 shares of the company’s stock valued at $104,000 after acquiring an additional 2,569 shares during the period. Colonial Trust Advisors acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the first quarter valued at $121,000. AdvisorNet Financial Inc raised its position in shares of Schwab U.S. Aggregate Bond ETF by 17.0% during the 2nd quarter. AdvisorNet Financial Inc now owns 6,242 shares of the company’s stock valued at $145,000 after acquiring an additional 909 shares during the last quarter. Finally, Calton & Associates Inc. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 1st quarter valued at $190,000.

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

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.44 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.43 and a 52 week high of $23.71. The firm has a fifty day moving average of $23.49 and a two-hundred day moving average of $23.18.

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.