Schwab U.S. Aggregate Bond ETF $SCHZ Shares Sold by 5T Wealth LLC

5T Wealth LLC trimmed its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 10.7% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 120,045 shares of the company’s stock after selling 14,353 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for about 1.3% of 5T Wealth LLC’s investment portfolio, making the stock its 21st biggest holding. 5T Wealth LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,790,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Assetmark Inc. lifted its holdings in Schwab U.S. Aggregate Bond ETF by 1,210.7% in the second quarter. Assetmark Inc. now owns 3,670 shares of the company’s stock worth $85,000 after acquiring an additional 3,390 shares during the last quarter. New Republic Capital LLC raised its holdings in 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 worth $104,000 after purchasing an additional 2,569 shares in the last quarter. Colonial Trust Advisors bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the first quarter valued at $121,000. AdvisorNet Financial Inc increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 17.0% in the second quarter. AdvisorNet Financial Inc now owns 6,242 shares of the company’s stock valued at $145,000 after buying an additional 909 shares in the last quarter. Finally, Calton & Associates Inc. bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the first quarter valued at $190,000.

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

NYSEARCA SCHZ opened at $23.53 on Friday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.43 and a 1 year high of $23.71. The business’s fifty day moving average is $23.48 and its two-hundred day moving average is $23.17.

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.