Lifelong Wealth Advisors Inc. Boosts Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Lifelong Wealth Advisors Inc. increased its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 3.4% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 152,264 shares of the company’s stock after purchasing an additional 4,980 shares during the period. Schwab U.S. Aggregate Bond ETF makes up approximately 1.7% of Lifelong Wealth Advisors Inc.’s portfolio, making the stock its 12th largest position. Lifelong Wealth Advisors Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,526,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in SCHZ. Tucker Asset Management LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 4,529.6% in the fourth quarter. Tucker Asset Management LLC now owns 1,250 shares of the company’s stock valued at $28,000 after buying an additional 1,223 shares in the last quarter. Blair William & Co. IL increased its holdings in Schwab U.S. Aggregate Bond ETF by 124.4% in the fourth quarter. Blair William & Co. IL now owns 1,214 shares of the company’s stock valued at $28,000 after buying an additional 673 shares in the last quarter. Concourse Financial Group Securities Inc. increased its holdings in Schwab U.S. Aggregate Bond ETF by 100.0% in the fourth quarter. Concourse Financial Group Securities Inc. now owns 2,010 shares of the company’s stock valued at $46,000 after buying an additional 1,005 shares in the last quarter. Main Street Group LTD increased its holdings in Schwab U.S. Aggregate Bond ETF by 87.1% in the fourth quarter. Main Street Group LTD now owns 2,576 shares of the company’s stock valued at $58,000 after buying an additional 1,199 shares in the last quarter. Finally, Townsend Asset Management Corp NC ADV increased its holdings in Schwab U.S. Aggregate Bond ETF by 102.2% in the fourth quarter. Townsend Asset Management Corp NC ADV now owns 2,622 shares of the company’s stock valued at $60,000 after buying an additional 1,325 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.0%

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.13 on Thursday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.43 and a 12-month high of $24.15. The company has a 50-day moving average of $22.92 and a two-hundred day moving average of $22.91.

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.