Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Sold by Cape Investment Advisory Inc.

Cape Investment Advisory Inc. lowered its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 53.0% in the first quarter, HoldingsChannel.com reports. The firm owned 1,360 shares of the company’s stock after selling 1,535 shares during the quarter. Cape Investment Advisory Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $63,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of SCHZ. Cerity Partners LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 4,670.8% in the fourth quarter. Cerity Partners LLC now owns 4,298,526 shares of the company’s stock valued at $200,397,000 after acquiring an additional 4,208,425 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its stake in Schwab U.S. Aggregate Bond ETF by 9.0% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 26,820,056 shares of the company’s stock valued at $1,250,351,000 after acquiring an additional 2,206,210 shares in the last quarter. Goldman Sachs Group Inc. boosted its stake in Schwab U.S. Aggregate Bond ETF by 34.3% in the fourth quarter. Goldman Sachs Group Inc. now owns 2,507,416 shares of the company’s stock valued at $116,896,000 after acquiring an additional 640,151 shares in the last quarter. TruNorth Capital Management LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the first quarter valued at $26,720,000. Finally, Peninsula Wealth LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the first quarter valued at $23,817,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:SCHZ traded up $0.57 on Friday, reaching $47.11. The company’s stock had a trading volume of 636,804 shares, compared to its average volume of 724,949. The stock’s 50-day moving average is $45.82 and its two-hundred day moving average is $45.66. Schwab U.S. Aggregate Bond ETF has a 52-week low of $43.05 and a 52-week high of $47.11.

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.