Meridian Wealth Partners LLC Cuts Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Meridian Wealth Partners LLC lowered its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,201 shares of the company’s stock after selling 659 shares during the period. 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.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Charles Schwab Investment Management Inc. grew its stake in Schwab U.S. Aggregate Bond ETF by 3.1% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 24,613,846 shares of the company’s stock valued at $1,088,670,000 after purchasing an additional 742,887 shares during the period. Cerity Partners LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 4,670.8% during the 4th quarter. Cerity Partners LLC now owns 4,298,526 shares of the company’s stock valued at $200,397,000 after buying an additional 4,208,425 shares during the last quarter. Avantax Planning Partners Inc. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.5% during the 3rd quarter. Avantax Planning Partners Inc. now owns 3,288,681 shares of the company’s stock worth $145,458,000 after acquiring an additional 78,919 shares during the period. Ameriprise Financial Inc. increased its holdings in 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 worth $144,052,000 after acquiring an additional 249,045 shares during the last quarter. Finally, Financial Engines Advisors L.L.C. raised its stake in 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

NYSEARCA SCHZ traded up $0.10 during trading on Friday, hitting $44.77. 381,592 shares of the company’s stock traded hands, compared to its average volume of 881,711. The business has a 50 day moving average of $45.51 and a 200-day moving average of $45.41. Schwab U.S. Aggregate Bond ETF has a 12-month low of $43.05 and a 12-month high of $47.26.

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.