Lifelong Wealth Advisors Inc. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the third quarter, Holdings Channel reports. The fund acquired 208,215 shares of the company’s stock, valued at approximately $4,602,000. Schwab U.S. Aggregate Bond ETF accounts for approximately 1.1% of Lifelong Wealth Advisors Inc.’s portfolio, making the stock its 18th largest holding.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Charles Schwab Trust Co acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $85,288,000. Oarsman Capital Inc. raised its stake in Schwab U.S. Aggregate Bond ETF by 2,413.9% during the 2nd quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock worth $77,604,000 after buying an additional 3,221,648 shares during the period. ZynergyRetirementPlanningLLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $38,646,000. Financial Life Advisors acquired a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $36,272,000. Finally, Rockbridge Investment Management LCC boosted 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 acquiring an additional 735,662 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Down 0.3%
NYSEARCA:SCHZ traded down $0.06 on Monday, hitting $22.23. The 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 52 week low of $21.92 and a 52 week high of $23.73. The business’s fifty day moving average is $22.48 and its 200 day moving average is $22.86.
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.
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