Milestones Private Investment Advisors LLC cut its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 50.1% in the first quarter, HoldingsChannel reports. The institutional investor owned 23,439 shares of the company’s stock after selling 23,492 shares during the quarter. Milestones Private Investment Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $544,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Chicago Partners Investment Group LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.8% during the first quarter. Chicago Partners Investment Group LLC now owns 63,172 shares of the company’s stock worth $1,471,000 after acquiring an additional 1,728 shares during the last quarter. Diversify Wealth Management LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 5.3% during the first quarter. Diversify Wealth Management LLC now owns 94,736 shares of the company’s stock valued at $2,193,000 after acquiring an additional 4,762 shares in the last quarter. Carnegie Investment Counsel raised its position in shares of Schwab U.S. Aggregate Bond ETF by 7.6% in the 1st quarter. Carnegie Investment Counsel now owns 102,903 shares of the company’s stock valued at $2,389,000 after purchasing an additional 7,231 shares during the last quarter. Sachetta LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 447.6% in the 1st quarter. Sachetta LLC now owns 1,818 shares of the company’s stock valued at $42,000 after purchasing an additional 1,486 shares during the last quarter. Finally, WealthShield Partners LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 6.9% in the 1st quarter. WealthShield Partners LLC now owns 304,718 shares of the company’s stock worth $7,076,000 after purchasing an additional 19,799 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Trading Down 0.3%
SCHZ stock opened at $22.86 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.77 and a 52 week high of $23.73. The firm has a 50 day moving average of $23.06 and a 200 day moving average of $23.26.
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.
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Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report).
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