Financial Life Advisors raised its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 5.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,369,594 shares of the company’s stock after purchasing an additional 75,386 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for 10.3% of Financial Life Advisors’ investment portfolio, making the stock its 3rd largest holding. Financial Life Advisors’ holdings in Schwab U.S. Aggregate Bond ETF were worth $32,144,000 at the end of the most recent quarter.
Other institutional investors also recently added to or reduced their stakes in the company. Decker Retirement Planning Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth $26,000. Cloud Capital Management LLC purchased a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at about $30,000. Bernard Wealth Management Corp. bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth about $31,000. Evolution Wealth Management Inc. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 2nd quarter valued at approximately $73,000. Finally, Traub Capital Management LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the 2nd quarter worth about $76,000.
Schwab U.S. Aggregate Bond ETF Trading Up 0.1%
Shares of NYSEARCA SCHZ opened at $23.44 on Friday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.52 and a 12-month high of $23.71. The stock has a 50 day simple moving average of $23.43 and a 200-day simple moving average of $23.38.
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.
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