Schwab U.S. Aggregate Bond ETF $SCHZ Holdings Lowered by McAdam LLC

McAdam LLC trimmed its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,653,953 shares of the company’s stock after selling 114,190 shares during the period. Schwab U.S. Aggregate Bond ETF makes up 3.8% of McAdam LLC’s investment portfolio, making the stock its 5th largest holding. McAdam LLC owned about 0.72% of Schwab U.S. Aggregate Bond ETF worth $61,466,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently modified their holdings of the stock. JPMorgan Chase & Co. grew its position in shares of Schwab U.S. Aggregate Bond ETF by 4.7% in the 1st quarter. JPMorgan Chase & Co. now owns 12,267,223 shares of the company’s stock valued at $284,109,000 after buying an additional 546,711 shares during the last quarter. Avantax Planning Partners Inc. grew its position in Schwab U.S. Aggregate Bond ETF by 4.2% during the 1st quarter. Avantax Planning Partners Inc. now owns 6,787,890 shares of the company’s stock worth $157,208,000 after purchasing an additional 276,661 shares during the last quarter. Total Wealth Planning LLC grew its position in Schwab U.S. Aggregate Bond ETF by 5.0% during the 1st quarter. Total Wealth Planning LLC now owns 3,747,793 shares of the company’s stock worth $86,799,000 after purchasing an additional 178,624 shares during the last quarter. Wealth Enhancement Advisory Services LLC grew its position in Schwab U.S. Aggregate Bond ETF by 7.4% during the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 3,691,159 shares of the company’s stock worth $85,487,000 after purchasing an additional 254,568 shares during the last quarter. Finally, HighTower Advisors LLC grew its position in Schwab U.S. Aggregate Bond ETF by 3.1% during the 1st quarter. HighTower Advisors LLC now owns 3,186,597 shares of the company’s stock worth $73,802,000 after purchasing an additional 95,060 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.50 on Wednesday. The company’s fifty day moving average is $23.15 and its two-hundred day moving average is $23.05. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.43 and a 1 year high of $24.15.

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.