147,284 Shares in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Purchased by Lifelong Wealth Advisors Inc.

Lifelong Wealth Advisors Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 147,284 shares of the company’s stock, valued at approximately $3,343,000. Schwab U.S. Aggregate Bond ETF comprises approximately 1.5% of Lifelong Wealth Advisors Inc.’s portfolio, making the stock its 12th biggest position. Lifelong Wealth Advisors Inc. owned 0.09% of Schwab U.S. Aggregate Bond ETF as of its most recent filing with the SEC.

Other large investors also recently made changes to their positions in the company. JPMorgan Chase & Co. lifted its stake in Schwab U.S. Aggregate Bond ETF by 85.2% during the fourth quarter. JPMorgan Chase & Co. now owns 11,720,512 shares of the company’s stock valued at $266,056,000 after purchasing an additional 5,390,455 shares during the last quarter. Avantax Planning Partners Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 107.7% during the 4th quarter. Avantax Planning Partners Inc. now owns 6,511,229 shares of the company’s stock valued at $147,805,000 after acquiring an additional 3,375,950 shares during the last quarter. Rockbridge Investment Management LCC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 120.1% during the 4th quarter. Rockbridge Investment Management LCC now owns 6,270,198 shares of the company’s stock worth $142,334,000 after acquiring an additional 3,421,595 shares in the last quarter. Charles Schwab Trust Co grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 103.4% in the 4th quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock worth $133,903,000 after acquiring an additional 2,998,174 shares during the last quarter. Finally, Financial Engines Advisors L.L.C. raised its position in shares of Schwab U.S. Aggregate Bond ETF by 100.8% during the fourth quarter. Financial Engines Advisors L.L.C. now owns 5,070,153 shares of the company’s stock worth $115,092,000 after purchasing an additional 2,545,098 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Up 0.3 %

Shares of NYSEARCA SCHZ opened at $22.92 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.26 and a 12 month high of $24.15. The business has a fifty day simple moving average of $23.01 and a 200-day simple moving average of $23.00.

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.