Schwab U.S. Aggregate Bond ETF $SCHZ Shares Sold by Forthright Family Wealth Advisory LLC

Forthright Family Wealth Advisory LLC decreased its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 25.5% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 313,206 shares of the company’s stock after selling 107,068 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises 4.5% of Forthright Family Wealth Advisory LLC’s investment portfolio, making the stock its 8th largest holding. Forthright Family Wealth Advisory LLC owned 0.08% of Schwab U.S. Aggregate Bond ETF worth $7,351,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth $317,000. AQR Capital Management LLC boosted its holdings in 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 purchasing an additional 1,948 shares in the last quarter. Focus Partners Wealth boosted its holdings in 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 worth $653,000 after purchasing an additional 6,326 shares in the last quarter. PFG Investments LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the second quarter worth $250,000. Finally, Ameritas Advisory Services LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the second quarter valued at about $204,000.

Schwab U.S. Aggregate Bond ETF Stock Up 0.0%

Shares of NYSEARCA:SCHZ opened at $23.45 on Friday. The business has a 50-day moving average of $23.43 and a two-hundred day moving average of $23.39. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.52 and a fifty-two week high of $23.71.

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.