Wakefield Asset Management LLLP Trims Stock Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Wakefield Asset Management LLLP decreased its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 2.3% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 187,873 shares of the company’s stock after selling 4,344 shares during the period. Schwab U.S. Aggregate Bond ETF makes up about 1.2% of Wakefield Asset Management LLLP’s portfolio, making the stock its 14th biggest holding. Wakefield Asset Management LLLP owned about 0.05% of Schwab U.S. Aggregate Bond ETF worth $4,366,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Marshall Financial Group Inc. ADV raised its stake in Schwab U.S. Aggregate Bond ETF by 3.4% in the 2nd quarter. Marshall Financial Group Inc. ADV now owns 190,577 shares of the company’s stock worth $4,429,000 after acquiring an additional 6,279 shares during the last quarter. AlphaStar Capital Management LLC purchased a new position in Schwab U.S. Aggregate Bond ETF in the 2nd quarter worth $13,996,000. Creative Financial Designs Inc. ADV raised its stake in Schwab U.S. Aggregate Bond ETF by 4.7% in the 2nd quarter. Creative Financial Designs Inc. ADV now owns 265,566 shares of the company’s stock worth $6,172,000 after acquiring an additional 11,927 shares during the last quarter. Tradewinds LLC. acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 2nd quarter worth about $1,054,000. Finally, IFG Advisory LLC grew its position in Schwab U.S. Aggregate Bond ETF by 26.7% during the 2nd quarter. IFG Advisory LLC now owns 64,161 shares of the company’s stock worth $1,491,000 after purchasing an additional 13,523 shares during the period.

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

Shares of SCHZ opened at $23.53 on Friday. The business’s 50-day moving average is $23.48 and its two-hundred day moving average is $23.17. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.43 and a fifty-two week high of $23.71.

About Schwab U.S. Aggregate Bond ETF

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.