Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Purchased by Financial Life Advisors

Financial Life Advisors increased its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 112.9% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 1,223,571 shares of the company’s stock after buying an additional 648,723 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for about 10.4% of Financial Life Advisors’ portfolio, making the stock its 3rd biggest position. Financial Life Advisors’ holdings in Schwab U.S. Aggregate Bond ETF were worth $27,775,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of SCHZ. Dynamic Advisor Solutions LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 36.8% during the third quarter. Dynamic Advisor Solutions LLC now owns 11,796 shares of the company’s stock worth $561,000 after acquiring an additional 3,173 shares during the period. Brookstone Capital Management lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 43.6% in the 3rd quarter. Brookstone Capital Management now owns 42,468 shares of the company’s stock valued at $2,018,000 after purchasing an additional 12,902 shares during the period. Northwest Capital Management Inc boosted its holdings in Schwab U.S. Aggregate Bond ETF by 180.9% during the third quarter. Northwest Capital Management Inc now owns 99,096 shares of the company’s stock worth $4,709,000 after buying an additional 63,814 shares in the last quarter. CWM LLC grew its position in Schwab U.S. Aggregate Bond ETF by 171.5% during the third quarter. CWM LLC now owns 103,293 shares of the company’s stock valued at $4,908,000 after buying an additional 65,245 shares during the period. Finally, Total Wealth Planning LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 16.5% during the 3rd quarter. Total Wealth Planning LLC now owns 1,669,016 shares of the company’s stock valued at $79,312,000 after acquiring an additional 236,167 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA SCHZ opened at $22.84 on Friday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.26 and a one year high of $24.15. The firm has a fifty day moving average of $22.82 and a 200 day moving average of $23.18.

Schwab U.S. Aggregate Bond ETF 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.