Downshift Financial LLC Sells 29,650 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Downshift Financial LLC trimmed its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 56.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 22,873 shares of the company’s stock after selling 29,650 shares during the quarter. Downshift Financial LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $531,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Fischer Financial Services Inc. increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.9% in 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 period. Kiley Juergens Wealth Management LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 15.9% during the 1st quarter. Kiley Juergens Wealth Management LLC now owns 75,309 shares of the company’s stock worth $1,749,000 after buying an additional 10,320 shares during the period. Bogart Wealth LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 3.4% during the 1st quarter. Bogart Wealth LLC now owns 258,607 shares of the company’s stock worth $6,005,000 after buying an additional 8,622 shares during the period. Ascentis Independent Advisors grew its holdings in Schwab U.S. Aggregate Bond ETF by 179.3% during the 1st quarter. Ascentis Independent Advisors now owns 40,639 shares of the company’s stock worth $944,000 after acquiring an additional 26,089 shares during the last quarter. Finally, Mokosak Advisory Group LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 7.3% during the 1st quarter. Mokosak Advisory Group LLC now owns 1,235,661 shares of the company’s stock worth $28,692,000 after acquiring an additional 83,583 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA SCHZ opened at $23.05 on Tuesday. The firm has a 50 day moving average price of $23.09 and a two-hundred day moving average price of $23.28. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.77 and a 52-week 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.