Financial Consulate Inc. Trims Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Financial Consulate Inc. lowered its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 48.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,352 shares of the company’s stock after selling 12,650 shares during the period. Financial Consulate Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $708,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Lenox Wealth Management Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF during the first quarter valued at approximately $27,000. Cedar Wealth Management LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the first quarter valued at approximately $42,000. Versant Capital Management Inc lifted its position in Schwab U.S. Aggregate Bond ETF by 104.3% during the first quarter. Versant Capital Management Inc now owns 901 shares of the company’s stock valued at $46,000 after purchasing an additional 460 shares during the last quarter. First National Corp MA ADV lifted its position in Schwab U.S. Aggregate Bond ETF by 6.6% during the first quarter. First National Corp MA ADV now owns 14,449 shares of the company’s stock valued at $58,000 after purchasing an additional 900 shares during the last quarter. Finally, Optimum Investment Advisors lifted its position in Schwab U.S. Aggregate Bond ETF by 22.2% during the first quarter. Optimum Investment Advisors now owns 1,251 shares of the company’s stock valued at $65,000 after purchasing an additional 227 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF stock traded up $0.11 during mid-day trading on Friday, hitting $53.31. 583,397 shares of the company traded hands, compared to its average volume of 616,343. Schwab U.S. Aggregate Bond ETF has a one year low of $49.47 and a one year high of $53.32. The business’s fifty day moving average price is $52.86.

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Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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