Vantage Financial Partners LLC Trims Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Vantage Financial Partners LLC decreased its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 6.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 98,185 shares of the company’s stock after selling 6,943 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises 0.6% of Vantage Financial Partners LLC’s investment portfolio, making the stock its 29th largest holding. Vantage Financial Partners LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,274,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of SCHZ. JPMorgan Chase & Co. raised its position in Schwab U.S. Aggregate Bond ETF by 85.2% during the 4th quarter. JPMorgan Chase & Co. now owns 11,720,512 shares of the company’s stock worth $266,056,000 after buying an additional 5,390,455 shares during the last quarter. Ameriprise Financial Inc. raised its position in Schwab U.S. Aggregate Bond ETF by 108.0% during the 4th quarter. Ameriprise Financial Inc. now owns 8,631,799 shares of the company’s stock worth $195,933,000 after buying an additional 4,481,369 shares during the last quarter. Avantax Planning Partners Inc. raised its position in Schwab U.S. Aggregate Bond ETF by 4.2% during the 1st quarter. Avantax Planning Partners Inc. now owns 6,787,890 shares of the company’s stock worth $157,208,000 after buying an additional 276,661 shares during the last quarter. Envestnet Asset Management Inc. raised its position in Schwab U.S. Aggregate Bond ETF by 115.5% during the 4th quarter. Envestnet Asset Management Inc. now owns 4,412,953 shares of the company’s stock worth $100,174,000 after buying an additional 2,365,367 shares during the last quarter. Finally, OneDigital Investment Advisors LLC raised its position in Schwab U.S. Aggregate Bond ETF by 156.6% during the 4th quarter. OneDigital Investment Advisors LLC now owns 4,245,657 shares of the company’s stock worth $96,376,000 after buying an additional 2,591,040 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.07 on Monday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.43 and a one year high of $24.15. The firm has a fifty day moving average of $22.96 and a two-hundred day moving average of $22.95.

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.