CFS Investment Advisory Services LLC Sells 33,954 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

CFS Investment Advisory Services LLC reduced its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 5.4% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 599,748 shares of the company’s stock after selling 33,954 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up 1.0% of CFS Investment Advisory Services LLC’s investment portfolio, making the stock its 27th largest holding. CFS Investment Advisory Services LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $14,010,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also bought and sold shares of the company. JPMorgan Chase & Co. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.7% in the 4th quarter. JPMorgan Chase & Co. now owns 12,588,220 shares of the company’s stock worth $294,187,000 after acquiring an additional 451,820 shares in the last quarter. Rockbridge Investment Management LCC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 12.6% in the fourth quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock valued at $209,347,000 after purchasing an additional 999,097 shares during the last quarter. Ameriprise Financial Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 1.3% during the second quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock valued at $173,387,000 after purchasing an additional 98,660 shares in the last quarter. Avantax Planning Partners Inc. lifted its position 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 purchasing an additional 264,273 shares in the last quarter. Finally, Charles Schwab Trust Co boosted its holdings in 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 worth $145,249,000 after purchasing an additional 268,364 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.1%

Shares of SCHZ stock opened at $22.93 on Thursday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.77 and a 52-week high of $23.73. The company has a 50-day simple moving average of $23.08 and a two-hundred day simple moving average of $23.27.

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.