Steele Capital Management Inc. Sells 3,290 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Steele Capital Management Inc. decreased its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 25.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 9,592 shares of the company’s stock after selling 3,290 shares during the quarter. Steele Capital Management Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $441,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Natixis Advisors L.P. grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 25.3% in the 3rd quarter. Natixis Advisors L.P. now owns 24,534 shares of the company’s stock valued at $1,085,000 after buying an additional 4,946 shares during the period. Waverly Advisors LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.1% in the third quarter. Waverly Advisors LLC now owns 77,730 shares of the company’s stock worth $3,438,000 after acquiring an additional 2,322 shares in the last quarter. Ameriprise Financial Inc. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 8.3% in the third quarter. Ameriprise Financial Inc. now owns 3,255,637 shares of the company’s stock worth $144,052,000 after acquiring an additional 249,045 shares in the last quarter. JPMorgan Chase & Co. raised its position in shares of Schwab U.S. Aggregate Bond ETF by 4,218.2% during the third quarter. JPMorgan Chase & Co. now owns 2,419,519 shares of the company’s stock worth $107,015,000 after purchasing an additional 2,363,488 shares during the period. Finally, Baker Avenue Asset Management LP lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 6.5% during the 3rd quarter. Baker Avenue Asset Management LP now owns 1,695,268 shares of the company’s stock valued at $74,982,000 after purchasing an additional 103,282 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA SCHZ traded down $0.24 during trading hours on Monday, reaching $45.20. 1,908,890 shares of the company’s stock were exchanged, compared to its average volume of 763,753. The company’s 50-day moving average is $45.39 and its two-hundred day moving average is $45.73. Schwab U.S. Aggregate Bond ETF has a one year low of $43.05 and a one year high of $47.00.

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.