Aventus Investment Advisors Inc. decreased its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 44.2% in the 1st quarter, Holdings Channel reports. The fund owned 66,007 shares of the company’s stock after selling 52,286 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for approximately 1.3% of Aventus Investment Advisors Inc.’s holdings, making the stock its 16th largest position. Aventus Investment Advisors Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,533,000 as of its most recent SEC filing.
Several other large investors also recently added to or reduced their stakes in the company. World Investment Advisors boosted its position in Schwab U.S. Aggregate Bond ETF by 4.8% during the fourth quarter. World Investment Advisors now owns 12,158 shares of the company’s stock worth $284,000 after purchasing an additional 562 shares during the period. Nalls Sherbakoff Group LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth about $5,257,000. Downshift Financial LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth about $1,229,000. Corient Private Wealth LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $544,000. Finally, Valpey Financial Services LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 2.5% in the fourth quarter. Valpey Financial Services LLC now owns 160,420 shares of the company’s stock valued at $3,749,000 after purchasing an additional 3,899 shares during the period.
Schwab U.S. Aggregate Bond ETF Stock Performance
Shares of SCHZ stock opened at $23.12 on Friday. The firm’s 50 day moving average is $23.13 and its 200 day moving average is $23.30. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.77 and a 12 month high of $23.73.
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.
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