Livet Wealth LLC Makes New $2.29 Million Investment in Schwab U.S. Aggregate Bond ETF $SCHZ

Livet Wealth LLC purchased a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 98,155 shares of the company’s stock, valued at approximately $2,294,000. Schwab U.S. Aggregate Bond ETF comprises approximately 1.4% of Livet Wealth LLC’s holdings, making the stock its 20th largest position.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. JPMorgan Chase & Co. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.7% in the fourth quarter. JPMorgan Chase & Co. now owns 12,588,220 shares of the company’s stock worth $294,187,000 after buying an additional 451,820 shares during the last quarter. Rockbridge Investment Management LCC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 12.6% during the fourth quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock worth $209,347,000 after purchasing an additional 999,097 shares during the last quarter. Ameriprise Financial Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.3% during the second quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock worth $173,387,000 after purchasing an additional 98,660 shares during the last quarter. Avantax Planning Partners Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.7% during the fourth quarter. Avantax Planning Partners Inc. now owns 7,447,340 shares of the company’s stock worth $174,044,000 after purchasing an additional 264,273 shares during the last quarter. Finally, Charles Schwab Trust Co raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 4.5% during the fourth quarter. Charles Schwab Trust Co now owns 6,215,188 shares of the company’s stock worth $145,249,000 after purchasing an additional 268,364 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.09 on Friday. The firm has a fifty day moving average price of $23.14 and a 200 day moving average price of $23.32. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.77 and a 1 year high of $23.73.

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.