Schwab U.S. Aggregate Bond ETF $SCHZ Shares Sold by Harbour Investments Inc.
by Amy Steele · The Cerbat GemHarbour Investments Inc. cut its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 14.1% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 123,662 shares of the company’s stock after selling 20,285 shares during the period. Harbour Investments Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,874,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Dynamic Advisor Solutions LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the 1st quarter worth approximately $312,000. Cutler Investment Counsel LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 80.6% during the 1st quarter. Cutler Investment Counsel LLC now owns 70,201 shares of the company’s stock worth $1,626,000 after acquiring an additional 31,321 shares in the last quarter. Wealth Enhancement Advisory Services LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 7.4% during the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 3,691,159 shares of the company’s stock worth $85,487,000 after acquiring an additional 254,568 shares in the last quarter. Perigon Wealth Management LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 0.4% during the 2nd quarter. Perigon Wealth Management LLC now owns 163,796 shares of the company’s stock worth $3,807,000 after acquiring an additional 687 shares in the last quarter. Finally, Smart Money Group LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 41.8% during the 1st quarter. Smart Money Group LLC now owns 206,027 shares of the company’s stock worth $4,772,000 after acquiring an additional 60,722 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Performance
SCHZ stock opened at $23.66 on Friday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.43 and a 52-week high of $23.66. The stock’s 50 day moving average is $23.38 and its two-hundred day moving average is $23.12.
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.
See Also
- Five stocks we like better than Schwab U.S. Aggregate Bond ETF
- How to Short a Stock in 5 Easy Steps
- Salesforce’s Long-Awaited Inflection is Here: Rally On!
- How to Profit From Growth Investing
- Rocket Lab USA Receives Wall Street Validation: Time to Buy?
- How to Invest in the Best Canadian Stocks
- Archer Buys Rival’s Patent Treasure Trove in Strategic Move
Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report).