Meridian Wealth Partners LLC Sells 659 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Meridian Wealth Partners LLC lowered its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,201 shares of the company’s stock after selling 659 shares during the quarter. Meridian Wealth Partners LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $709,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Beaird Harris Wealth Management LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the third quarter valued at $25,000. National Bank of Canada FI raised its position in Schwab U.S. Aggregate Bond ETF by 57.6% in the 3rd quarter. National Bank of Canada FI now owns 750 shares of the company’s stock worth $33,000 after purchasing an additional 274 shares during the period. Financial Management Professionals Inc. lifted its stake 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. Sound Income Strategies LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $59,000. Finally, Level Financial Advisors Inc. bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $63,000.

Schwab U.S. Aggregate Bond ETF Trading Up 0.2 %

Shares of NYSEARCA SCHZ traded up $0.10 during midday trading on Friday, hitting $44.77. The company’s stock had a trading volume of 381,592 shares, compared to its average volume of 881,711. The business’s 50 day moving average is $45.51 and its two-hundred day moving average is $45.41. Schwab U.S. Aggregate Bond ETF has a 12-month low of $43.05 and a 12-month high of $47.26.

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.