Brady Martz Wealth Solutions LLC Lowers Stake in Schwab U.S. Aggregate Bond ETF $SCHZ

Brady Martz Wealth Solutions LLC cut its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 14.6% during the first quarter, HoldingsChannel reports. The firm owned 135,803 shares of the company’s stock after selling 23,169 shares during the period. Brady Martz Wealth Solutions LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,153,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in SCHZ. CWM LLC increased its position in Schwab U.S. Aggregate Bond ETF by 2,068.1% during the 4th quarter. CWM LLC now owns 4,022,406 shares of the company’s stock worth $94,004,000 after purchasing an additional 3,836,881 shares during the period. Valpey Financial Services LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2,295.2% in the 4th quarter. Valpey Financial Services LLC now owns 3,749,009 shares of the company’s stock valued at $87,614,000 after buying an additional 3,592,488 shares during the period. Modern Wealth Management LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $27,064,000. Rockbridge Investment Management LCC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 12.6% in the fourth quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock valued at $209,347,000 after buying an additional 999,097 shares in the last quarter. Finally, NorthRock Partners LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 209,215.9% in the third quarter. NorthRock Partners LLC now owns 935,642 shares of the company’s stock valued at $21,960,000 after buying an additional 935,195 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ stock opened at $23.12 on Friday. The business’s fifty day moving average price is $23.13 and its 200 day moving average price is $23.30. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.77 and a 1-year high of $23.73.

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.