Clearwater Capital Advisors LLC Sells 276 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Clearwater Capital Advisors LLC decreased its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report) by 5.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 5,206 shares of the company’s stock after selling 276 shares during the quarter. Clearwater Capital Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $243,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Great Waters Wealth Management grew its position in shares of Schwab U.S. Aggregate Bond ETF by 1.2% in the fourth quarter. Great Waters Wealth Management now owns 23,924 shares of the company’s stock valued at $1,112,000 after purchasing an additional 295 shares in the last quarter. Stockman Wealth Management Inc. increased its position in shares of Schwab U.S. Aggregate Bond ETF by 1.4% during the fourth quarter. Stockman Wealth Management Inc. now owns 21,240 shares of the company’s stock valued at $990,000 after buying an additional 300 shares during the period. Truist Financial Corp lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.1% in the fourth quarter. Truist Financial Corp now owns 15,974 shares of the company’s stock worth $745,000 after buying an additional 325 shares in the last quarter. Blossom Wealth Management boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 1.2% in the fourth quarter. Blossom Wealth Management now owns 27,128 shares of the company’s stock valued at $1,265,000 after acquiring an additional 332 shares during the period. Finally, Consolidated Portfolio Review Corp grew its stake in Schwab U.S. Aggregate Bond ETF by 4.5% during the third quarter. Consolidated Portfolio Review Corp now owns 8,350 shares of the company’s stock valued at $369,000 after acquiring an additional 363 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA SCHZ traded up $0.10 on Thursday, hitting $45.30. The stock had a trading volume of 411,520 shares, compared to its average volume of 855,299. The firm has a 50-day moving average of $45.41 and a 200-day moving average of $45.49. Schwab U.S. Aggregate Bond ETF has a 52-week low of $43.05 and a 52-week high of $47.15.

About Schwab U.S. Aggregate Bond ETF

(Free Report)

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.

Featured Articles

Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Receive News & Ratings for Schwab U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.