Schwab U.S. Aggregate Bond ETF $SCHZ Stock Position Trimmed by Total Wealth Planning LLC

Total Wealth Planning LLC lessened its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 94.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 216,518 shares of the company’s stock after selling 3,921,602 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for 10.8% of Total Wealth Planning LLC’s portfolio, making the stock its largest position. Total Wealth Planning LLC owned approximately 0.05% of Schwab U.S. Aggregate Bond ETF worth $5,060,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Chatterton & Associates Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF in the 4th quarter worth about $3,996,000. MAI Capital Management increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 373.7% in the third quarter. MAI Capital Management now owns 284,088 shares of the company’s stock valued at $6,668,000 after purchasing an additional 224,115 shares during the last quarter. Breakthru Advisory Services LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 8.4% in the fourth quarter. Breakthru Advisory Services LLC now owns 385,142 shares of the company’s stock valued at $9,001,000 after purchasing an additional 29,815 shares during the last quarter. Ascent Group LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 87.2% in the fourth quarter. Ascent Group LLC now owns 628,347 shares of the company’s stock valued at $14,684,000 after purchasing an additional 292,644 shares during the last quarter. Finally, Dorato Capital Management acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $1,968,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ opened at $23.09 on Friday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.77 and a 52 week high of $23.73. The business has a fifty day simple moving average of $23.14 and a 200-day simple moving average of $23.32.

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.