Schwab U.S. Aggregate Bond ETF $SCHZ Shares Newly Purchased by Revolve Wealth Partners LLC

Revolve Wealth Partners LLC bought a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 1,257,152 shares of the company’s stock, valued at approximately $27,783,000. Schwab U.S. Aggregate Bond ETF makes up approximately 2.9% of Revolve Wealth Partners LLC’s portfolio, making the stock its 7th largest position. Revolve Wealth Partners LLC owned about 0.26% of Schwab U.S. Aggregate Bond ETF at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Rockbridge Investment Management LCC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 8.2% during the first quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock valued at $225,085,000 after acquiring an additional 735,662 shares during the last quarter. Avantax Planning Partners Inc. boosted its position in Schwab U.S. Aggregate Bond ETF by 3.5% in the first quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock worth $179,042,000 after purchasing an additional 263,321 shares during the last quarter. Charles Schwab Trust Co boosted its position in Schwab U.S. Aggregate Bond ETF by 2.9% in the second quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock worth $152,702,000 after purchasing an additional 186,945 shares during the last quarter. Envestnet Asset Management Inc. boosted its position in Schwab U.S. Aggregate Bond ETF by 5.7% in the second quarter. Envestnet Asset Management Inc. now owns 3,483,103 shares of the company’s stock worth $80,564,000 after purchasing an additional 188,635 shares during the last quarter. Finally, Oarsman Capital Inc. boosted its position in Schwab U.S. Aggregate Bond ETF by 2,413.9% in the second quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock worth $77,604,000 after purchasing an additional 3,221,648 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA SCHZ opened at $22.42 on Monday. The business’s fifty day moving average is $22.43 and its 200-day moving average is $22.83. Schwab U.S. Aggregate Bond ETF has a one year low of $21.92 and a one year 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.