Breakthru Advisory Services LLC Sells 365,701 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Breakthru Advisory Services LLC trimmed its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 95.0% during the 1st quarter, HoldingsChannel.com reports. The firm owned 19,441 shares of the company’s stock after selling 365,701 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for about 0.7% of Breakthru Advisory Services LLC’s holdings, making the stock its 29th largest position. Breakthru Advisory Services LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $451,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in SCHZ. Brighton Jones LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at about $317,000. AQR Capital Management LLC grew its position in Schwab U.S. Aggregate Bond ETF by 15.9% during the first quarter. AQR Capital Management LLC now owns 14,212 shares of the company’s stock worth $329,000 after buying an additional 1,948 shares in the last quarter. Focus Partners Wealth grew its position in Schwab U.S. Aggregate Bond ETF by 28.9% during the first quarter. Focus Partners Wealth now owns 28,189 shares of the company’s stock worth $653,000 after buying an additional 6,326 shares in the last quarter. Diversify Advisory Services LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the second quarter worth about $3,099,000. Finally, Raymond James Financial Inc. increased its stake in Schwab U.S. Aggregate Bond ETF by 35.9% during the second quarter. Raymond James Financial Inc. now owns 865,452 shares of the company’s stock valued at $20,113,000 after acquiring an additional 228,444 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Schwab U.S. Aggregate Bond ETF stock opened at $23.12 on Friday. The business has a 50 day moving average price of $23.13 and a two-hundred day moving average price of $23.30. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.77 and a 12 month high of $23.73.

Schwab U.S. Aggregate Bond ETF 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.