Kelman Lazarov Inc. Trims Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Kelman Lazarov Inc. cut its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 17.5% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 22,094 shares of the company’s stock after selling 4,682 shares during the period. Kelman Lazarov Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $513,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Cutler Investment Counsel LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 80.6% in the first quarter. Cutler Investment Counsel LLC now owns 70,201 shares of the company’s stock worth $1,626,000 after purchasing an additional 31,321 shares in the last quarter. Perigon Wealth Management LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 0.4% in the second quarter. Perigon Wealth Management LLC now owns 163,796 shares of the company’s stock worth $3,807,000 after purchasing an additional 687 shares in the last quarter. Smart Money Group LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 41.8% in the first quarter. Smart Money Group LLC now owns 206,027 shares of the company’s stock worth $4,772,000 after purchasing an additional 60,722 shares in the last quarter. Fischer Financial Services Inc. increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 10.9% in the second quarter. Fischer Financial Services Inc. now owns 178,765 shares of the company’s stock worth $4,135,000 after purchasing an additional 17,550 shares in the last quarter. Finally, Tenret Co LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 5.1% in the second quarter. Tenret Co LLC now owns 873,474 shares of the company’s stock worth $20,300,000 after purchasing an additional 42,069 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.1%

SCHZ opened at $23.63 on Friday. The company has a fifty day moving average of $23.39 and a 200 day moving average of $23.12. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.43 and a fifty-two week high of $23.66.

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.