RKL Wealth Management LLC Cuts Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

RKL Wealth Management LLC trimmed its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 67.7% during the second quarter, Holdings Channel reports. The fund owned 30,037 shares of the company’s stock after selling 63,015 shares during the period. RKL Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $698,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of SCHZ. Roundview Capital LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 1.3% during the first quarter. Roundview Capital LLC now owns 34,306 shares of the company’s stock worth $795,000 after acquiring an additional 443 shares during the last quarter. Seek First Inc. raised its stake in Schwab U.S. Aggregate Bond ETF by 2.0% during the second quarter. Seek First Inc. now owns 23,241 shares of the company’s stock valued at $540,000 after purchasing an additional 458 shares in the last quarter. Modera Wealth Management LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 0.8% during the first quarter. Modera Wealth Management LLC now owns 56,007 shares of the company’s stock valued at $1,297,000 after purchasing an additional 469 shares in the last quarter. RBA Wealth Management LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.9% in the second quarter. RBA Wealth Management LLC now owns 17,643 shares of the company’s stock valued at $410,000 after acquiring an additional 491 shares during the period. Finally, Kiley Juergens Wealth Management LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.0% in the second quarter. Kiley Juergens Wealth Management LLC now owns 55,053 shares of the company’s stock valued at $1,279,000 after acquiring an additional 557 shares during the period.

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

SCHZ stock opened at $23.45 on Thursday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.43 and a 12 month high of $23.72. The firm’s 50-day moving average is $23.30 and its 200 day moving average is $23.09.

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.