Valley Forge Investment Consultants Inc. ADV Sells 1,897 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Valley Forge Investment Consultants Inc. ADV lowered its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.3% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 41,930 shares of the company’s stock after selling 1,897 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for 0.7% of Valley Forge Investment Consultants Inc. ADV’s portfolio, making the stock its 16th largest holding. 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 hedge funds and other institutional investors have also recently added to or reduced their stakes in SCHZ. Principal Securities Inc. bought a new stake in Schwab U.S. Aggregate Bond ETF in the fourth quarter worth approximately $57,000. Glassman Wealth Services acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 2nd quarter valued at $57,000. PNC Financial Services Group Inc. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 1,025.2% in 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 in the last quarter. National Bank of Canada FI increased its position in 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 worth $61,000 after buying an additional 575 shares during the last quarter. Finally, LifeSteps Financial Inc. bought a new position in Schwab U.S. Aggregate Bond ETF during the first quarter valued at about $63,000.

Schwab U.S. Aggregate Bond ETF Stock Up 0.1 %

Shares of NYSEARCA:SCHZ opened at $47.72 on Monday. The business has a 50-day moving average of $46.76 and a two-hundred day moving average of $45.92. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $43.05 and a fifty-two week high of $47.79.

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.