Lantern Wealth Advisors LLC Buys 26,364 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Lantern Wealth Advisors LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund bought 26,364 shares of the company’s stock, valued at approximately $583,000.

Several other large investors also recently bought and sold shares of SCHZ. Rockbridge Investment Management LCC raised its position 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 purchasing an additional 735,662 shares in the last quarter. Avantax Planning Partners Inc. boosted its stake in shares of 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 buying an additional 263,321 shares during the period. Charles Schwab Trust Co boosted its stake in shares of 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 buying an additional 186,945 shares during the period. Envestnet Asset Management Inc. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 5.7% in the 2nd quarter. Envestnet Asset Management Inc. now owns 3,483,103 shares of the company’s stock valued at $80,564,000 after buying an additional 188,635 shares during the period. Finally, Oarsman Capital Inc. grew its position 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 worth $77,604,000 after buying an additional 3,221,648 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.42 on Friday. The business has a 50-day simple moving average of $22.43 and a 200-day simple moving average of $22.83. 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.