OneAscent Financial Services LLC Sells 3,494 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

OneAscent Financial Services LLC trimmed its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.8% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 68,868 shares of the company’s stock after selling 3,494 shares during the period. OneAscent Financial Services LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,168,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Beaird Harris Wealth Management LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $25,000. Financial Management Professionals Inc. boosted its position in Schwab U.S. Aggregate Bond ETF by 275.1% in the fourth quarter. Financial Management Professionals Inc. now owns 784 shares of the company’s stock worth $37,000 after purchasing an additional 575 shares during the last quarter. ICA Group Wealth Management LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at about $53,000. Principal Securities Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at $57,000. Finally, Sound Income Strategies LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth $59,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ stock traded down $0.22 during mid-day trading on Friday, hitting $45.58. The company had a trading volume of 897,751 shares, compared to its average volume of 754,518. The stock’s 50 day moving average price is $45.39 and its 200-day moving average price is $45.74. Schwab U.S. Aggregate Bond ETF has a 52-week low of $43.05 and a 52-week high of $47.00.

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.