Diversify Wealth Management LLC Has $2.34 Million Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Diversify Wealth Management LLC lessened its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 104,016 shares of the company’s stock after selling 4,929 shares during the quarter. Diversify Wealth Management LLC owned 0.06% of Schwab U.S. Aggregate Bond ETF worth $2,339,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Archer Investment Corp acquired a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $26,000. Sound Income Strategies LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $35,000. Godsey & Gibb Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $36,000. Bristlecone Advisors LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter worth $56,000. Finally, Modus Advisors LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the fourth quarter worth $33,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ stock opened at $22.72 on Tuesday. The firm’s fifty day moving average price is $22.87 and its two-hundred day moving average price is $23.20. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year high of $24.15.

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.