Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Stake Lessened by Valley Forge Investment Consultants Inc. ADV

Valley Forge Investment Consultants Inc. ADV decreased its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 41,930 shares of the company’s stock after selling 1,897 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises approximately 0.7% of Valley Forge Investment Consultants Inc. ADV’s holdings, making the stock its 16th largest position. Valley Forge Investment Consultants Inc. ADV’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,911,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of SCHZ. Principal Securities Inc. acquired a new stake in Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at about $57,000. Glassman Wealth Services acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the 2nd quarter worth $57,000. PNC Financial Services Group Inc. raised its position in shares of Schwab U.S. Aggregate Bond ETF by 1,025.2% during the fourth quarter. PNC Financial Services Group Inc. now owns 1,294 shares of the company’s stock worth $60,000 after purchasing an additional 1,179 shares during the period. National Bank of Canada FI lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 76.7% during the fourth quarter. National Bank of Canada FI now owns 1,325 shares of the company’s stock valued at $61,000 after purchasing an additional 575 shares during the last quarter. Finally, LifeSteps Financial Inc. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the 1st quarter valued at $63,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ opened at $47.72 on Monday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $43.05 and a 1-year high of $47.79. The business’s 50-day moving average price is $46.76 and its 200 day moving average price is $45.92.

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.