Schwab U.S. Aggregate Bond ETF $SCHZ Stake Raised by Revisor Wealth Management LLC

Revisor Wealth Management LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.0% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 694,514 shares of the company’s stock after purchasing an additional 26,471 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises about 5.6% of Revisor Wealth Management LLC’s investment portfolio, making the stock its largest position. Revisor Wealth Management LLC owned approximately 0.18% of Schwab U.S. Aggregate Bond ETF worth $16,266,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Bernard Wealth Management Corp. acquired a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $31,000. Evolution Wealth Management Inc. purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $73,000. Traub Capital Management LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 2nd quarter worth approximately $76,000. WFA of San Diego LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 2nd quarter worth approximately $83,000. Finally, Assetmark Inc. increased its stake in Schwab U.S. Aggregate Bond ETF by 1,210.7% in the 2nd quarter. Assetmark Inc. now owns 3,670 shares of the company’s stock valued at $85,000 after purchasing an additional 3,390 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ stock opened at $23.35 on Wednesday. The stock has a fifty day moving average price of $23.49 and a 200 day moving average price of $23.32. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.43 and a 1 year high of $23.71.

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.