Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Sold by Pacific Capital Wealth Advisors Inc.

Pacific Capital Wealth Advisors Inc. trimmed its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 41.5% during the fourth quarter, Holdings Channel reports. The institutional investor owned 5,506 shares of the company’s stock after selling 3,901 shares during the period. Pacific Capital Wealth Advisors Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $257,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the business. Charles Schwab Investment Management Inc. boosted its stake in Schwab U.S. Aggregate Bond ETF by 9.0% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 26,820,056 shares of the company’s stock worth $1,250,351,000 after buying an additional 2,206,210 shares during the last quarter. Cerity Partners LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 4,670.8% in the 4th quarter. Cerity Partners LLC now owns 4,298,526 shares of the company’s stock valued at $200,397,000 after purchasing an additional 4,208,425 shares in the last quarter. Avantax Planning Partners Inc. lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.5% in the 3rd quarter. Avantax Planning Partners Inc. now owns 3,288,681 shares of the company’s stock valued at $145,458,000 after purchasing an additional 78,919 shares in the last quarter. Ameriprise Financial Inc. lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 8.3% in the 3rd quarter. Ameriprise Financial Inc. now owns 3,255,637 shares of the company’s stock valued at $144,052,000 after purchasing an additional 249,045 shares in the last quarter. Finally, Financial Engines Advisors L.L.C. lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 5.1% in the 3rd quarter. Financial Engines Advisors L.L.C. now owns 2,586,335 shares of the company’s stock valued at $114,394,000 after purchasing an additional 126,088 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA SCHZ traded down $0.05 during midday trading on Wednesday, hitting $45.20. The stock had a trading volume of 434,931 shares, compared to its average volume of 860,495. Schwab U.S. Aggregate Bond ETF has a 1-year low of $43.05 and a 1-year high of $47.15. The company has a fifty day moving average price of $45.41 and a 200 day moving average price of $45.49.

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.