Empirical Financial Services LLC d.b.a. Empirical Wealth Management Sells 846 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Empirical Financial Services LLC d.b.a. Empirical Wealth Management decreased its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 1.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 85,307 shares of the company’s stock after selling 846 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management owned about 0.05% of Schwab U.S. Aggregate Bond ETF worth $3,977,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Sightline Wealth Advisors LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 100.8% during the 3rd quarter. Sightline Wealth Advisors LLC now owns 29,852 shares of the company’s stock worth $1,320,000 after buying an additional 14,986 shares in the last quarter. Mendel Capital Management LLC increased its position in Schwab U.S. Aggregate Bond ETF by 5.8% in the fourth quarter. Mendel Capital Management LLC now owns 32,310 shares of the company’s stock worth $1,506,000 after purchasing an additional 1,760 shares during the period. Total Wealth Planning LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 17.6% during the 4th quarter. Total Wealth Planning LLC now owns 978,356 shares of the company’s stock worth $45,611,000 after purchasing an additional 146,243 shares during the last quarter. Econ Financial Services Corp boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 152.8% in the 3rd quarter. Econ Financial Services Corp now owns 44,265 shares of the company’s stock valued at $1,958,000 after purchasing an additional 26,758 shares during the last quarter. Finally, Fermata Advisors LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth approximately $322,000.

Schwab U.S. Aggregate Bond ETF Trading Up 0.1 %

NYSEARCA SCHZ traded up $0.04 during trading hours on Tuesday, hitting $45.25. The company’s stock had a trading volume of 620,054 shares, compared to its average volume of 865,331. The stock has a fifty day moving average of $45.43 and a 200 day moving average of $45.48. Schwab U.S. Aggregate Bond ETF has a twelve month low of $43.05 and a twelve month high of $47.15.

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.