Kestra Private Wealth Services LLC lowered its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 72.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 166,666 shares of the company’s stock after selling 440,072 shares during the period. Kestra Private Wealth Services LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,683,000 as of its most recent SEC filing.
Other institutional investors have also recently added to or reduced their stakes in the company. Barrett & Company Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $26,000. Foresight Capital Management Advisors Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $27,000. Salomon & Ludwin LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at about $27,000. Richardson Financial Services Inc. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at about $32,000. Finally, PNC Financial Services Group Inc. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the 1st quarter valued at about $37,000.
Schwab U.S. Aggregate Bond ETF Trading Up 0.2%
Shares of SCHZ stock opened at $22.57 on Friday. The firm’s 50-day simple moving average is $22.37 and its 200-day simple moving average is $22.96. Schwab U.S. Aggregate Bond ETF has a 1-year low of $21.92 and a 1-year high of $23.73.
About Schwab U.S. Aggregate Bond ETF
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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