Revolve Wealth Partners LLC lessened its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 2.4% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 724,791 shares of the company’s stock after selling 18,135 shares during the period. Schwab U.S. Aggregate Bond ETF comprises approximately 2.2% of Revolve Wealth Partners LLC’s investment portfolio, making the stock its 14th biggest holding. Revolve Wealth Partners LLC owned approximately 0.19% of Schwab U.S. Aggregate Bond ETF worth $16,844,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also bought and sold shares of SCHZ. Dynamic Advisor Solutions LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the first quarter valued at $312,000. Cutler Investment Counsel LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 80.6% in the 1st quarter. Cutler Investment Counsel LLC now owns 70,201 shares of the company’s stock worth $1,626,000 after acquiring an additional 31,321 shares during the last quarter. Wealth Enhancement Advisory Services LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 7.4% during the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 3,691,159 shares of the company’s stock worth $85,487,000 after buying an additional 254,568 shares in the last quarter. Perigon Wealth Management LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 0.4% in the 2nd quarter. Perigon Wealth Management LLC now owns 163,796 shares of the company’s stock valued at $3,807,000 after purchasing an additional 687 shares during the last quarter. Finally, Smart Money Group LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 41.8% in the 1st quarter. Smart Money Group LLC now owns 206,027 shares of the company’s stock valued at $4,772,000 after purchasing an additional 60,722 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.54 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.43 and a 1 year high of $23.65. The company’s fifty day moving average is $23.36 and its two-hundred day moving average is $23.11.
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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