Juncture Wealth Strategies LLC Decreases Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Juncture Wealth Strategies LLC lessened its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 3.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 20,764 shares of the company’s stock after selling 653 shares during the quarter. Juncture Wealth Strategies LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $958,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Capital Investment Advisory Services LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 6.1% in the first quarter. Capital Investment Advisory Services LLC now owns 4,080 shares of the company’s stock valued at $191,000 after purchasing an additional 234 shares during the last quarter. Fort Henry Capital LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 4.0% in the first quarter. Fort Henry Capital LLC now owns 6,126 shares of the company’s stock valued at $287,000 after buying an additional 238 shares in the last quarter. Meridian Wealth Partners LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.1% in the first quarter. Meridian Wealth Partners LLC now owns 21,890 shares of the company’s stock valued at $1,027,000 after buying an additional 240 shares in the last quarter. EverSource Wealth Advisors LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 80.9% in the fourth quarter. EverSource Wealth Advisors LLC now owns 539 shares of the company’s stock valued at $25,000 after buying an additional 241 shares in the last quarter. Finally, Cetera Investment Advisers grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.1% in the fourth quarter. Cetera Investment Advisers now owns 22,622 shares of the company’s stock valued at $1,033,000 after buying an additional 244 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Down 0.1 %

NYSEARCA:SCHZ traded down $0.03 during midday trading on Monday, reaching $44.88. The company had a trading volume of 104,366 shares, compared to its average volume of 760,152. The stock’s fifty day simple moving average is $45.45 and its 200-day simple moving average is $46.09. Schwab U.S. Aggregate Bond ETF has a 12-month low of $43.86 and a 12-month high of $47.60.

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.