Robertson Stephens Wealth Management LLC Reduces Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Robertson Stephens Wealth Management LLC lessened its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 18.8% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 235,018 shares of the company’s stock after selling 54,532 shares during the quarter. Robertson Stephens Wealth Management LLC owned 0.06% of Schwab U.S. Aggregate Bond ETF worth $5,443,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in SCHZ. JPMorgan Chase & Co. grew its stake in Schwab U.S. Aggregate Bond ETF by 85.2% during the 4th quarter. JPMorgan Chase & Co. now owns 11,720,512 shares of the company’s stock valued at $266,056,000 after purchasing an additional 5,390,455 shares during the last quarter. Ameriprise Financial Inc. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 108.0% in the fourth quarter. Ameriprise Financial Inc. now owns 8,631,799 shares of the company’s stock worth $195,933,000 after buying an additional 4,481,369 shares during the last quarter. Rockbridge Investment Management LCC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 120.1% in the fourth quarter. Rockbridge Investment Management LCC now owns 6,270,198 shares of the company’s stock worth $142,334,000 after buying an additional 3,421,595 shares during the last quarter. Avantax Planning Partners Inc. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 107.7% in the fourth quarter. Avantax Planning Partners Inc. now owns 6,511,229 shares of the company’s stock worth $147,805,000 after buying an additional 3,375,950 shares during the last quarter. Finally, OneDigital Investment Advisors LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 156.6% in the fourth quarter. OneDigital Investment Advisors LLC now owns 4,245,657 shares of the company’s stock worth $96,376,000 after buying an additional 2,591,040 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ opened at $22.88 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.43 and a 52 week high of $24.15. The stock’s 50-day moving average price is $22.89 and its 200-day moving average price is $22.91.

Schwab U.S. Aggregate Bond ETF 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.