Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Sold by Opes Wealth Management LLC

Posted by Cynthia Vaughn on Apr 18th, 2024

Opes Wealth Management LLC trimmed its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 24.7% in the fourth quarter, HoldingsChannel.com reports. The firm owned 7,462 shares of the company’s stock after selling 2,454 shares during the quarter. Opes Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $348,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Beaird Harris Wealth Management LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $25,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $31,000. National Bank of Canada FI raised its stake in Schwab U.S. Aggregate Bond ETF by 57.6% during the 3rd quarter. National Bank of Canada FI now owns 750 shares of the company’s stock valued at $33,000 after purchasing an additional 274 shares during the period. Financial Management Professionals Inc. raised its stake in Schwab U.S. Aggregate Bond ETF by 275.1% during the 4th quarter. Financial Management Professionals Inc. now owns 784 shares of the company’s stock valued at $37,000 after purchasing an additional 575 shares during the period. Finally, KB Financial Partners LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the second quarter worth $43,000.

Schwab U.S. Aggregate Bond ETF Trading Down 0.3 %

Shares of NYSEARCA SCHZ traded down $0.12 during mid-day trading on Thursday, reaching $44.74. The company had a trading volume of 411,450 shares, compared to its average volume of 899,702. Schwab U.S. Aggregate Bond ETF has a twelve month low of $43.05 and a twelve month high of $47.26. The stock’s 50 day moving average is $45.64 and its 200-day moving average is $45.36.

About Schwab U.S. Aggregate Bond ETF

(Free Report)

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.