1,641,270 Shares in Schwab U.S. Aggregate Bond ETF $SCHZ Acquired by Financial Life Advisors

Financial Life Advisors purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 1,641,270 shares of the company’s stock, valued at approximately $36,272,000. Schwab U.S. Aggregate Bond ETF makes up about 10.3% of Financial Life Advisors’ investment portfolio, making the stock its 3rd largest position. Financial Life Advisors owned 0.34% of Schwab U.S. Aggregate Bond ETF as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of SCHZ. Rockbridge Investment Management LCC boosted its stake 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 purchasing an additional 735,662 shares in the last quarter. Avantax Planning Partners Inc. increased its position in Schwab U.S. Aggregate Bond ETF by 3.5% in the 1st quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock valued at $179,042,000 after acquiring an additional 263,321 shares in the last quarter. Charles Schwab Trust Co increased its position in Schwab U.S. Aggregate Bond ETF by 2.9% in the 2nd quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock valued at $152,702,000 after acquiring an additional 186,945 shares in the last quarter. Envestnet Asset Management Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 5.7% during the second quarter. Envestnet Asset Management Inc. now owns 3,483,103 shares of the company’s stock worth $80,564,000 after purchasing an additional 188,635 shares in the last quarter. Finally, Oarsman Capital Inc. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 2,413.9% during the second quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock valued at $77,604,000 after purchasing an additional 3,221,648 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ opened at $22.16 on Thursday. The company’s 50 day simple moving average is $22.50 and its 200-day simple moving average is $22.87. Schwab U.S. Aggregate Bond ETF has a one year low of $21.92 and a one year high of $23.73.

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.