Graves Light Lenhart Wealth Inc. Purchases New Stake in Schwab U.S. Aggregate Bond ETF $SCHZ

Graves Light Lenhart Wealth Inc. purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 49,331 shares of the company’s stock, valued at approximately $1,090,000.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Rockbridge Investment Management LCC grew its stake in Schwab U.S. Aggregate Bond ETF by 8.2% in the 1st quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock valued at $225,085,000 after buying an additional 735,662 shares in the last quarter. Avantax Planning Partners Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 3.5% during the first quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock worth $179,042,000 after acquiring an additional 263,321 shares in the last quarter. Charles Schwab Trust Co lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 2.9% during the second quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock worth $152,702,000 after acquiring an additional 186,945 shares in the last quarter. Envestnet Asset Management Inc. boosted its holdings in shares of 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 acquiring an additional 188,635 shares during the period. Finally, Oarsman Capital Inc. boosted its holdings in shares of 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 acquiring an additional 3,221,648 shares during the period.

Schwab U.S. Aggregate Bond ETF Trading Up 0.3%

Shares of NYSEARCA SCHZ opened at $22.10 on Friday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $21.92 and a fifty-two week high of $23.73. The stock has a fifty day moving average of $22.55 and a 200-day moving average of $22.90.

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.