Schwab U.S. Aggregate Bond ETF $SCHZ Shares Sold by Farnam Financial LLC

Farnam Financial LLC lessened its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 5.8% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 62,252 shares of the company’s stock after selling 3,804 shares during the period. Schwab U.S. Aggregate Bond ETF comprises approximately 1.3% of Farnam Financial LLC’s portfolio, making the stock its 22nd largest position. Farnam Financial LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,447,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Cutler Investment Counsel LLC lifted its stake 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. ONE Advisory Partners LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 4.3% during the second quarter. ONE Advisory Partners LLC now owns 20,224 shares of the company’s stock worth $466,000 after purchasing an additional 825 shares during the period. US Bancorp DE increased its stake in Schwab U.S. Aggregate Bond ETF by 1.7% during the second quarter. US Bancorp DE now owns 33,083 shares of the company’s stock worth $769,000 after purchasing an additional 551 shares during the period. Perigon Wealth Management LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 0.4% during the second quarter. Perigon Wealth Management LLC now owns 163,796 shares of the company’s stock worth $3,807,000 after purchasing an additional 687 shares in the last quarter. Finally, AE Wealth Management LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 4.5% in the second quarter. AE Wealth Management LLC now owns 369,343 shares of the company’s stock valued at $8,584,000 after purchasing an additional 15,754 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ stock opened at $23.62 on Thursday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.43 and a fifty-two week high of $23.71. The company has a 50 day moving average price of $23.51 and a 200 day moving average price of $23.23.

Schwab U.S. Aggregate Bond ETF Company 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.