BlueSky Wealth Advisors LLC Sells 2,173,755 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

BlueSky Wealth Advisors LLC decreased its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 90.6% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 226,820 shares of the company’s stock after selling 2,173,755 shares during the quarter. BlueSky Wealth Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $5,267,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. World Investment Advisors increased its holdings 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 valued at $284,000 after buying an additional 562 shares during the last quarter. Nalls Sherbakoff Group LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter worth approximately $5,257,000. Downshift Financial LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter worth approximately $1,229,000. Corient Private Wealth LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth $544,000. Finally, Valpey Financial Services LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.5% during the 4th quarter. Valpey Financial Services LLC now owns 160,420 shares of the company’s stock worth $3,749,000 after acquiring an additional 3,899 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

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

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.