Schwab U.S. Aggregate Bond ETF $SCHZ Shares Newly Bought by Lifelong Wealth Advisors Inc.

Lifelong Wealth Advisors Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 208,215 shares of the company’s stock, valued at approximately $4,602,000. Schwab U.S. Aggregate Bond ETF makes up approximately 1.1% of Lifelong Wealth Advisors Inc.’s portfolio, making the stock its 18th largest position.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Charles Schwab Trust Co bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at about $85,288,000. Oarsman Capital Inc. grew its stake in Schwab U.S. Aggregate Bond ETF by 2,413.9% during 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 period. ZynergyRetirementPlanningLLC bought a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter worth approximately $38,646,000. Financial Life Advisors bought a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter worth approximately $36,272,000. Finally, Rockbridge Investment Management LCC increased its holdings in Schwab U.S. Aggregate Bond ETF by 8.2% in the first quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock worth $225,085,000 after purchasing an additional 735,662 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ traded down $0.06 during trading on Monday, hitting $22.23. The company’s stock had a trading volume of 2,225,099 shares, compared to its average volume of 2,291,015. Schwab U.S. Aggregate Bond ETF has a twelve month low of $21.92 and a twelve month high of $23.73. The stock’s fifty day moving average price is $22.48 and its 200-day moving average price is $22.86.

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.