CFS Investment Advisory Services LLC Has $14.01 Million Stake in Schwab U.S. Aggregate Bond ETF $SCHZ

CFS Investment Advisory Services LLC reduced its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 5.4% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 599,748 shares of the company’s stock after selling 33,954 shares during the period. Schwab U.S. Aggregate Bond ETF makes up 1.0% of CFS Investment Advisory Services LLC’s investment portfolio, making the stock its 27th largest holding. CFS Investment Advisory Services LLC owned about 0.14% of Schwab U.S. Aggregate Bond ETF worth $14,010,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Financial Life Advisors increased its stake in Schwab U.S. Aggregate Bond ETF by 1.5% during the 1st quarter. Financial Life Advisors now owns 1,500,574 shares of the company’s stock valued at $34,843,000 after purchasing an additional 22,821 shares in the last quarter. WealthPLAN Partners LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.6% in the first quarter. WealthPLAN Partners LLC now owns 191,883 shares of the company’s stock valued at $4,456,000 after buying an additional 4,791 shares in the last quarter. Horst & Graben Wealth Management LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.3% in the first quarter. Horst & Graben Wealth Management LLC now owns 1,421,006 shares of the company’s stock valued at $33,066,000 after buying an additional 31,838 shares in the last quarter. K2 Financial Inc. grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 15.4% during the first quarter. K2 Financial Inc. now owns 90,439 shares of the company’s stock valued at $2,106,000 after buying an additional 12,081 shares during the last quarter. Finally, Fischer Financial Services Inc. grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.9% during the first quarter. Fischer Financial Services Inc. now owns 203,977 shares of the company’s stock valued at $4,736,000 after buying an additional 3,710 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA:SCHZ opened at $22.93 on Thursday. The firm has a 50-day moving average of $23.08 and a 200-day moving average of $23.27. Schwab U.S. Aggregate Bond ETF has a one year low of $22.77 and a one 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.