Revisor Wealth Management LLC Acquires 56,943 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Revisor Wealth Management LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 7.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 797,226 shares of the company’s stock after purchasing an additional 56,943 shares during the period. Schwab U.S. Aggregate Bond ETF makes up 5.1% of Revisor Wealth Management LLC’s holdings, making the stock its biggest position. Revisor Wealth Management LLC owned approximately 0.18% of Schwab U.S. Aggregate Bond ETF worth $18,512,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Newport Capital Group LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth about $25,000. Godfrey Financial Associates Inc. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at about $25,000. LGT Financial Advisors LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 868.6% in the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock valued at $28,000 after buying an additional 1,051 shares during the period. Gilpin Wealth Management LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at about $28,000. Finally, CIBC Private Wealth Group LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 1,165.0% in the fourth quarter. CIBC Private Wealth Group LLC now owns 2,024 shares of the company’s stock worth $47,000 after buying an additional 1,864 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Schwab U.S. Aggregate Bond ETF stock opened at $23.05 on Friday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.77 and a 52 week high of $23.73. The business’s 50-day moving average price is $23.10 and its 200 day moving average price is $23.28.

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.