Schwab U.S. Aggregate Bond ETF $SCHZ Shares Sold by Clay Northam Wealth Management LLC

Clay Northam Wealth Management LLC decreased its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 14.0% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 242,146 shares of the company’s stock after selling 39,474 shares during the period. Schwab U.S. Aggregate Bond ETF makes up 3.1% of Clay Northam Wealth Management LLC’s portfolio, making the stock its 10th largest position. Clay Northam Wealth Management LLC owned approximately 0.06% of Schwab U.S. Aggregate Bond ETF worth $5,659,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. JPMorgan Chase & Co. boosted its stake in 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 purchasing an additional 451,820 shares during the period. Rockbridge Investment Management LCC boosted its stake in Schwab U.S. Aggregate Bond ETF by 12.6% in the 4th quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock worth $209,347,000 after purchasing an additional 999,097 shares during the period. Ameriprise Financial Inc. boosted its stake in Schwab U.S. Aggregate Bond ETF by 1.3% in the 2nd quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock worth $173,387,000 after purchasing an additional 98,660 shares during the period. Avantax Planning Partners Inc. boosted its stake in Schwab U.S. Aggregate Bond ETF by 3.7% in the 4th quarter. Avantax Planning Partners Inc. now owns 7,447,340 shares of the company’s stock worth $174,044,000 after purchasing an additional 264,273 shares during the period. Finally, Charles Schwab Trust Co boosted its stake in Schwab U.S. Aggregate Bond ETF by 4.5% in the 4th 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 period.

Schwab U.S. Aggregate Bond ETF Stock Down 0.4%

Shares of NYSEARCA SCHZ opened at $23.06 on Thursday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.77 and a 1-year high of $23.73. The company has a fifty day moving average price of $23.13 and a 200 day moving average price of $23.31.

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.