Financial Life Advisors purchased a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 1,641,270 shares of the company’s stock, valued at approximately $36,272,000. Schwab U.S. Aggregate Bond ETF comprises about 10.3% of Financial Life Advisors’ portfolio, making the stock its 3rd biggest position.
Several other hedge funds also recently made changes to their positions in SCHZ. HORAN Wealth LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 4.0% in the second quarter. HORAN Wealth LLC now owns 11,523 shares of the company’s stock valued at $267,000 after purchasing an additional 447 shares during the last quarter. World Investment Advisors lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 4.8% in the fourth quarter. World Investment Advisors now owns 12,158 shares of the company’s stock worth $284,000 after purchasing an additional 562 shares in the last quarter. NBT Bank N A NY boosted its holdings in Schwab U.S. Aggregate Bond ETF by 0.7% during the first quarter. NBT Bank N A NY now owns 76,663 shares of the company’s stock worth $1,780,000 after purchasing an additional 566 shares during the last quarter. Twin Cities Retirement Group LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 0.5% during the second quarter. Twin Cities Retirement Group LLC now owns 127,460 shares of the company’s stock worth $2,948,000 after purchasing an additional 574 shares during the last quarter. Finally, PFG Investments LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 6.0% during the first quarter. PFG Investments LLC now owns 11,242 shares of the company’s stock worth $261,000 after purchasing an additional 641 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Up 0.0%
Schwab U.S. Aggregate Bond ETF stock opened at $22.16 on Thursday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $21.92 and a 1-year high of $23.73. The company has a fifty day simple moving average of $22.50 and a 200 day simple moving average of $22.87.
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.
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