Empirical Financial Services LLC d.b.a. Empirical Wealth Management Trims Stake in Schwab U.S. Aggregate Bond ETF $SCHZ

Empirical Financial Services LLC d.b.a. Empirical Wealth Management reduced its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 13.8% in the first quarter, Holdings Channel.com reports. The institutional investor owned 140,212 shares of the company’s stock after selling 22,399 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,256,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. CWM LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 2,068.1% during the 4th quarter. CWM LLC now owns 4,022,406 shares of the company’s stock valued at $94,004,000 after acquiring an additional 3,836,881 shares in the last quarter. Valpey Financial Services LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 2,295.2% in the 4th quarter. Valpey Financial Services LLC now owns 3,749,009 shares of the company’s stock worth $87,614,000 after acquiring an additional 3,592,488 shares in the last quarter. Rockbridge Investment Management LCC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 12.6% in the 4th quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock valued at $209,347,000 after purchasing an additional 999,097 shares during the period. Pacific Park Financial Inc. purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $14,957,000. Finally, Amicus Financial Advisors LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $13,423,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA SCHZ opened at $22.91 on Wednesday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.77 and a twelve month high of $23.73. The stock’s 50 day moving average is $23.06 and its 200 day moving average is $23.26.

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.