Juncture Wealth Strategies LLC Sells 2,860 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Juncture Wealth Strategies LLC decreased its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 8.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 32,482 shares of the company’s stock after selling 2,860 shares during the quarter. Juncture Wealth Strategies LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $752,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the business. JPMorgan Chase & Co. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 85.2% in the fourth quarter. JPMorgan Chase & Co. now owns 11,720,512 shares of the company’s stock worth $266,056,000 after purchasing an additional 5,390,455 shares during the last quarter. Ameriprise Financial Inc. boosted its position in Schwab U.S. Aggregate Bond ETF by 108.0% during the fourth quarter. Ameriprise Financial Inc. now owns 8,631,799 shares of the company’s stock valued at $195,933,000 after acquiring an additional 4,481,369 shares during the last quarter. Avantax Planning Partners Inc. boosted its position in Schwab U.S. Aggregate Bond ETF by 107.7% during the fourth quarter. Avantax Planning Partners Inc. now owns 6,511,229 shares of the company’s stock valued at $147,805,000 after acquiring an additional 3,375,950 shares during the last quarter. Rockbridge Investment Management LCC boosted its position in Schwab U.S. Aggregate Bond ETF by 120.1% during the fourth quarter. Rockbridge Investment Management LCC now owns 6,270,198 shares of the company’s stock valued at $142,334,000 after acquiring an additional 3,421,595 shares during the last quarter. Finally, Financial Engines Advisors L.L.C. boosted its position in Schwab U.S. Aggregate Bond ETF by 100.8% during the fourth quarter. Financial Engines Advisors L.L.C. now owns 5,070,153 shares of the company’s stock valued at $115,092,000 after acquiring an additional 2,545,098 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.7%

Shares of SCHZ opened at $22.81 on Tuesday. The firm’s fifty day simple moving average is $22.94 and its two-hundred day simple moving average is $22.92. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.43 and a 12 month high of $24.15.

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.