Pacific Capital Wealth Advisors Inc. Trims Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Pacific Capital Wealth Advisors Inc. cut its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 41.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,506 shares of the company’s stock after selling 3,901 shares during the period. Pacific Capital Wealth Advisors Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $257,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the company. Charles Schwab Investment Management Inc. raised its stake in Schwab U.S. Aggregate Bond ETF by 9.0% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 26,820,056 shares of the company’s stock worth $1,250,351,000 after purchasing an additional 2,206,210 shares during the period. Cerity Partners LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 4,670.8% in the 4th quarter. Cerity Partners LLC now owns 4,298,526 shares of the company’s stock valued at $200,397,000 after acquiring an additional 4,208,425 shares during the period. Avantax Planning Partners Inc. raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.5% in the 3rd quarter. Avantax Planning Partners Inc. now owns 3,288,681 shares of the company’s stock valued at $145,458,000 after acquiring an additional 78,919 shares during the period. Ameriprise Financial Inc. raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 8.3% in the 3rd quarter. Ameriprise Financial Inc. now owns 3,255,637 shares of the company’s stock valued at $144,052,000 after acquiring an additional 249,045 shares during the period. Finally, Financial Engines Advisors L.L.C. raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 5.1% in the 3rd quarter. Financial Engines Advisors L.L.C. now owns 2,586,335 shares of the company’s stock valued at $114,394,000 after acquiring an additional 126,088 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of Schwab U.S. Aggregate Bond ETF stock traded down $0.05 on Wednesday, reaching $45.20. The company had a trading volume of 434,931 shares, compared to its average volume of 860,495. The firm’s 50 day moving average price is $45.41 and its two-hundred day moving average price is $45.49. Schwab U.S. Aggregate Bond ETF has a 52-week low of $43.05 and a 52-week high of $47.15.

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.