EverSource Wealth Advisors LLC Lowers Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

EverSource Wealth Advisors LLC lessened its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 19.3% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 8,281 shares of the company’s stock after selling 1,976 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $385,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 3.3% during the second quarter. Brighton Jones LLC now owns 6,765 shares of the company’s stock valued at $308,000 after buying an additional 216 shares during the last quarter. Tradition Wealth Management LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 3.8% during the fourth quarter. Tradition Wealth Management LLC now owns 6,010 shares of the company’s stock valued at $280,000 after buying an additional 219 shares during the last quarter. Simplicity Wealth LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.5% in the 2nd quarter. Simplicity Wealth LLC now owns 9,112 shares of the company’s stock worth $415,000 after purchasing an additional 226 shares in the last quarter. Cooper Financial Group increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.6% in the 1st quarter. Cooper Financial Group now owns 15,313 shares of the company’s stock worth $704,000 after purchasing an additional 234 shares in the last quarter. Finally, Lederer & Associates Investment Counsel CA increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.8% in the 1st quarter. Lederer & Associates Investment Counsel CA now owns 14,157 shares of the company’s stock worth $651,000 after purchasing an additional 247 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Schwab U.S. Aggregate Bond ETF stock opened at $47.67 on Wednesday. The stock has a fifty day simple moving average of $47.00 and a two-hundred day simple moving average of $46.01. Schwab U.S. Aggregate Bond ETF has a 12 month low of $43.05 and a 12 month high of $48.30.

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.