Cape Investment Advisory Inc. Sells 1,535 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Cape Investment Advisory Inc. reduced its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 53.0% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,360 shares of the company’s stock after selling 1,535 shares during the quarter. Cape Investment Advisory Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $63,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the business. Carmichael Hill & Associates Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 38.8% during the fourth quarter. Carmichael Hill & Associates Inc. now owns 1,832 shares of the company’s stock valued at $85,000 after purchasing an additional 512 shares in the last quarter. Tempus Wealth Planning LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 11.9% during the fourth quarter. Tempus Wealth Planning LLC now owns 96,376 shares of the company’s stock valued at $4,493,000 after purchasing an additional 10,244 shares in the last quarter. International Assets Investment Management LLC purchased a new position in Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at $217,000. Park Place Capital Corp purchased a new position in Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at $167,000. Finally, Capital Insight Partners LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 20.5% during the fourth quarter. Capital Insight Partners LLC now owns 14,502 shares of the company’s stock valued at $676,000 after buying an additional 2,468 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Up 1.2 %

NYSEARCA:SCHZ traded up $0.57 during trading hours on Friday, reaching $47.11. 636,804 shares of the company traded hands, compared to its average volume of 724,949. The business’s 50-day moving average price is $45.82 and its two-hundred day moving average price is $45.66. Schwab U.S. Aggregate Bond ETF has a 1 year low of $43.05 and a 1 year high of $47.11.

About Schwab U.S. Aggregate Bond ETF

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.