Schwab U.S. Aggregate Bond ETF $SCHZ is Financial Life Advisors’ 3rd Largest Position

Financial Life Advisors increased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 1.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,500,574 shares of the company’s stock after buying an additional 22,821 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for about 10.9% of Financial Life Advisors’ portfolio, making the stock its 3rd largest position. Financial Life Advisors’ holdings in Schwab U.S. Aggregate Bond ETF were worth $34,843,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in SCHZ. WealthPLAN Partners LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 2.6% in the first quarter. WealthPLAN Partners LLC now owns 191,883 shares of the company’s stock valued at $4,456,000 after buying an additional 4,791 shares during the last quarter. Horst & Graben Wealth Management LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.3% during the first quarter. Horst & Graben Wealth Management LLC now owns 1,421,006 shares of the company’s stock worth $33,066,000 after acquiring an additional 31,838 shares during the last quarter. K2 Financial Inc. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 15.4% during the first quarter. K2 Financial Inc. now owns 90,439 shares of the company’s stock worth $2,106,000 after acquiring an additional 12,081 shares during the last quarter. Fischer Financial Services Inc. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.9% during the first quarter. Fischer Financial Services Inc. now owns 203,977 shares of the company’s stock valued at $4,736,000 after acquiring an additional 3,710 shares in the last quarter. Finally, Kiley Juergens Wealth Management LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 15.9% during the first quarter. Kiley Juergens Wealth Management LLC now owns 75,309 shares of the company’s stock valued at $1,749,000 after acquiring an additional 10,320 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.5%

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.95 on Wednesday. The company has a 50 day moving average price of $23.08 and a 200 day moving average price of $23.27. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.77 and a 52 week high of $23.73.

Schwab U.S. Aggregate Bond ETF 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.