CFS Investment Advisory Services LLC Decreases Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

CFS Investment Advisory Services LLC reduced its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 8.1% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 633,702 shares of the company’s stock after selling 55,569 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for approximately 1.1% of CFS Investment Advisory Services LLC’s portfolio, making the stock its 27th largest holding. CFS Investment Advisory Services LLC owned 0.15% of Schwab U.S. Aggregate Bond ETF worth $14,810,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in SCHZ. Foundations Investment Advisors LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 12.8% during the 4th quarter. Foundations Investment Advisors LLC now owns 149,959 shares of the company’s stock worth $3,505,000 after purchasing an additional 17,030 shares during the last quarter. Godfrey Financial Associates Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $25,000. IFG Advisory LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 3.1% in the fourth quarter. IFG Advisory LLC now owns 75,517 shares of the company’s stock valued at $1,765,000 after purchasing an additional 2,238 shares during the last quarter. Coordinated Financial Services Inc. grew its holdings in Schwab U.S. Aggregate Bond ETF by 6.2% during the fourth quarter. Coordinated Financial Services Inc. now owns 59,638 shares of the company’s stock valued at $1,394,000 after purchasing an additional 3,481 shares during the period. Finally, Roundview Capital LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 2.9% during the fourth quarter. Roundview Capital LLC now owns 35,366 shares of the company’s stock valued at $827,000 after purchasing an additional 988 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ opened at $23.15 on Friday. The stock’s fifty day moving average price is $23.16 and its two-hundred day moving average price is $23.35. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.75 and a 1 year 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.