Revisor Wealth Management LLC raised its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 7.7% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 797,226 shares of the company’s stock after buying an additional 56,943 shares during the period. Schwab U.S. Aggregate Bond ETF comprises 5.1% of Revisor Wealth Management LLC’s investment portfolio, making the stock its biggest position. Revisor Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $18,512,000 at the end of the most recent quarter.
Other large investors have also modified their holdings of the company. Godfrey Financial Associates Inc. purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth about $25,000. Newport Capital Group LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at about $25,000. LGT Financial Advisors LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 868.6% in the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock valued at $28,000 after purchasing an additional 1,051 shares in the last quarter. Gilpin Wealth Management LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at about $28,000. Finally, CIBC Private Wealth Group LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 1,165.0% in the 4th quarter. CIBC Private Wealth Group LLC now owns 2,024 shares of the company’s stock valued at $47,000 after purchasing an additional 1,864 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
NYSEARCA SCHZ opened at $23.05 on Friday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.77 and a twelve month high of $23.73. The stock has a 50-day moving average of $23.10 and a 200 day moving average of $23.28.
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.
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