Atria Wealth Solutions Inc. Has $7.18 Million Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Atria Wealth Solutions Inc. cut its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 7.6% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 154,000 shares of the company’s stock after selling 12,666 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $7,179,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Cerity Partners LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 4,670.8% during the fourth quarter. Cerity Partners LLC now owns 4,298,526 shares of the company’s stock valued at $200,397,000 after buying an additional 4,208,425 shares during the last quarter. JPMorgan Chase & Co. raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 4,218.2% in the third quarter. JPMorgan Chase & Co. now owns 2,419,519 shares of the company’s stock worth $107,015,000 after purchasing an additional 2,363,488 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.1% in the third quarter. Charles Schwab Investment Management Inc. now owns 24,613,846 shares of the company’s stock valued at $1,088,670,000 after purchasing an additional 742,887 shares in the last quarter. Alliance Wealth Management Group purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $23,755,000. Finally, HighTower Advisors LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 31.7% during the third quarter. HighTower Advisors LLC now owns 1,361,954 shares of the company’s stock worth $60,221,000 after buying an additional 327,860 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA:SCHZ traded up $0.13 during trading hours on Friday, hitting $44.80. 31,759 shares of the company traded hands, compared to its average volume of 877,191. The firm’s 50-day simple moving average is $45.53 and its 200-day simple moving average is $45.40. Schwab U.S. Aggregate Bond ETF has a one year low of $43.05 and a one year high of $47.26.

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.