Theory Financial LLC Sells 192,859 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Theory Financial LLC trimmed its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 16.9% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 946,329 shares of the company’s stock after selling 192,859 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up 7.7% of Theory Financial LLC’s holdings, making the stock its largest position. Theory Financial LLC owned about 0.22% of Schwab U.S. Aggregate Bond ETF worth $21,974,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Ethos Financial Group LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 11.0% during the first quarter. Ethos Financial Group LLC now owns 13,104 shares of the company’s stock worth $304,000 after purchasing an additional 1,298 shares during the period. SouthState Bank Corp raised its stake in Schwab U.S. Aggregate Bond ETF by 539.3% in the first quarter. SouthState Bank Corp now owns 2,212 shares of the company’s stock valued at $51,000 after buying an additional 1,866 shares during the period. Sanctuary Advisors LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 3.8% in the first quarter. Sanctuary Advisors LLC now owns 870,949 shares of the company’s stock valued at $20,223,000 after buying an additional 31,592 shares during the last quarter. Nwam LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 37.0% in the first quarter. Nwam LLC now owns 76,309 shares of the company’s stock valued at $1,772,000 after buying an additional 20,617 shares during the last quarter. Finally, Avantax Planning Partners Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 3.5% in the first quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock valued at $179,042,000 after buying an additional 263,321 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.2%

Shares of NYSEARCA SCHZ opened at $22.96 on Thursday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.77 and a 12 month high of $23.73. The stock has a 50 day moving average of $23.05 and a 200-day moving average of $23.25.

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.