Leading Edge Financial Planning LLC Reduces Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Leading Edge Financial Planning LLC lessened its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 38.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 31,010 shares of the company’s stock after selling 19,223 shares during the quarter. Leading Edge Financial Planning LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $704,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the stock. Western Financial Corp CA boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.1% during the third quarter. Western Financial Corp CA now owns 22,318 shares of the company’s stock valued at $1,061,000 after purchasing an additional 454 shares during the period. Twele Capital Management Inc. increased its position in Schwab U.S. Aggregate Bond ETF by 1.8% during the 3rd quarter. Twele Capital Management Inc. now owns 26,181 shares of the company’s stock valued at $1,244,000 after purchasing an additional 459 shares during the period. RDA Financial Network raised its holdings in Schwab U.S. Aggregate Bond ETF by 1.7% in the 3rd quarter. RDA Financial Network now owns 28,726 shares of the company’s stock worth $1,365,000 after purchasing an additional 475 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 5.7% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 8,890 shares of the company’s stock worth $423,000 after purchasing an additional 480 shares during the period. Finally, Archer Investment Corp purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at about $26,000.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ stock opened at $22.83 on Monday. The firm has a 50-day moving average of $22.85 and a 200 day moving average of $23.19. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year high of $24.15.

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.