Schwab U.S. Aggregate Bond ETF $SCHZ Shares Purchased by Financial Life Advisors

Financial Life Advisors boosted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 7.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,477,753 shares of the company’s stock after purchasing an additional 108,159 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for about 10.6% of Financial Life Advisors’ investment portfolio, making the stock its 3rd biggest holding. Financial Life Advisors owned 0.36% of Schwab U.S. Aggregate Bond ETF worth $34,535,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of SCHZ. Retirement Guys Formula LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 2.2% during the 4th quarter. Retirement Guys Formula LLC now owns 19,798 shares of the company’s stock valued at $463,000 after buying an additional 432 shares in the last quarter. Maripau Wealth Management LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 1.2% during the 3rd quarter. Maripau Wealth Management LLC now owns 37,722 shares of the company’s stock valued at $885,000 after buying an additional 455 shares in the last quarter. Aptus Capital Advisors LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 4.5% during the 3rd quarter. Aptus Capital Advisors LLC now owns 10,671 shares of the company’s stock valued at $250,000 after buying an additional 456 shares in the last quarter. CoreCap Advisors LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 11.2% during the 4th quarter. CoreCap Advisors LLC now owns 4,700 shares of the company’s stock valued at $110,000 after buying an additional 473 shares in the last quarter. Finally, Alley Investment Management Company LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 3.3% during the 3rd quarter. Alley Investment Management Company LLC now owns 15,402 shares of the company’s stock valued at $361,000 after buying an additional 485 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA SCHZ opened at $23.15 on Thursday. The firm’s 50-day moving average price is $23.32 and its 200-day moving average price is $23.42. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.64 and a 12-month 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.