Empirical Financial Services LLC d.b.a. Empirical Wealth Management Sells 22,399 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Empirical Financial Services LLC d.b.a. Empirical Wealth Management reduced its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 13.8% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 140,212 shares of the company’s stock after selling 22,399 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,256,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. JPMorgan Chase & Co. raised its position in Schwab U.S. Aggregate Bond ETF by 3.7% during the 4th quarter. JPMorgan Chase & Co. now owns 12,588,220 shares of the company’s stock valued at $294,187,000 after purchasing an additional 451,820 shares during the last quarter. Rockbridge Investment Management LCC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 12.6% in the 4th quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock worth $209,347,000 after buying an additional 999,097 shares during the last quarter. Ameriprise Financial Inc. grew its position in shares of Schwab U.S. Aggregate Bond ETF by 1.3% in the 2nd quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock worth $173,387,000 after buying an additional 98,660 shares during the last quarter. Avantax Planning Partners Inc. increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.7% during the fourth quarter. Avantax Planning Partners Inc. now owns 7,447,340 shares of the company’s stock valued at $174,044,000 after buying an additional 264,273 shares during the period. Finally, Charles Schwab Trust Co increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 4.5% during the fourth quarter. Charles Schwab Trust Co now owns 6,215,188 shares of the company’s stock valued at $145,249,000 after buying an additional 268,364 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.91 on Wednesday. The business has a 50 day moving average of $23.06 and a 200 day moving average of $23.26. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.77 and a 52 week 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.