One Capital Management LLC Cuts Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

One Capital Management LLC decreased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report) by 7.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,400 shares of the company’s stock after selling 1,050 shares during the quarter. One Capital Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $578,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Sightline Wealth Advisors LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 100.8% in the 3rd quarter. Sightline Wealth Advisors LLC now owns 29,852 shares of the company’s stock worth $1,320,000 after buying an additional 14,986 shares during the last quarter. Mendel Capital Management LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 5.8% in the fourth quarter. Mendel Capital Management LLC now owns 32,310 shares of the company’s stock valued at $1,506,000 after purchasing an additional 1,760 shares during the last quarter. Total Wealth Planning LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 17.6% in the fourth quarter. Total Wealth Planning LLC now owns 978,356 shares of the company’s stock valued at $45,611,000 after purchasing an additional 146,243 shares during the last quarter. Blue Barn Wealth LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 3.3% in the fourth quarter. Blue Barn Wealth LLC now owns 55,375 shares of the company’s stock valued at $2,582,000 after purchasing an additional 1,773 shares during the last quarter. Finally, Econ Financial Services Corp raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 152.8% during the third quarter. Econ Financial Services Corp now owns 44,265 shares of the company’s stock valued at $1,958,000 after acquiring an additional 26,758 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of Schwab U.S. Aggregate Bond ETF stock traded up $0.04 during midday trading on Monday, reaching $45.24. 443,024 shares of the company’s stock traded hands, compared to its average volume of 846,929. The stock has a 50 day moving average of $45.39 and a 200-day moving average of $45.53. Schwab U.S. Aggregate Bond ETF has a 12 month low of $43.05 and a 12 month high of $47.00.

Schwab U.S. Aggregate Bond ETF Profile

(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.

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Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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