Schwab U.S. Aggregate Bond ETF $SCHZ Stake Cut by Total Wealth Planning LLC

Total Wealth Planning LLC lowered its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 94.8% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 216,518 shares of the company’s stock after selling 3,921,602 shares during the period. Schwab U.S. Aggregate Bond ETF makes up approximately 10.8% of Total Wealth Planning LLC’s portfolio, making the stock its largest position. Total Wealth Planning LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $5,060,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Chatterton & Associates Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $3,996,000. MAI Capital Management lifted its stake in Schwab U.S. Aggregate Bond ETF by 373.7% in the 3rd quarter. MAI Capital Management now owns 284,088 shares of the company’s stock valued at $6,668,000 after buying an additional 224,115 shares in the last quarter. Breakthru Advisory Services LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 8.4% in the 4th quarter. Breakthru Advisory Services LLC now owns 385,142 shares of the company’s stock valued at $9,001,000 after buying an additional 29,815 shares in the last quarter. Ascent Group LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 87.2% in the 4th quarter. Ascent Group LLC now owns 628,347 shares of the company’s stock valued at $14,684,000 after buying an additional 292,644 shares in the last quarter. Finally, Dorato Capital Management purchased a new stake in Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $1,968,000.

Schwab U.S. Aggregate Bond ETF Stock Down 0.1%

SCHZ stock opened at $23.09 on Friday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.77 and a 1 year high of $23.73. The stock’s 50 day moving average price is $23.14 and its 200 day moving average price is $23.32.

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.