LifeSteps Financial Inc. Purchases New Position in Schwab U.S. Aggregate Bond ETF $SCHZ

LifeSteps Financial Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 46,254 shares of the company’s stock, valued at approximately $1,022,000.

Other hedge funds have also recently added to or reduced their stakes in the company. HORAN Wealth LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 4.0% in the 2nd quarter. HORAN Wealth LLC now owns 11,523 shares of the company’s stock worth $267,000 after acquiring an additional 447 shares during the last quarter. World Investment Advisors lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 4.8% in the 4th quarter. World Investment Advisors now owns 12,158 shares of the company’s stock worth $284,000 after acquiring an additional 562 shares during the last quarter. NBT Bank N A NY lifted its stake in Schwab U.S. Aggregate Bond ETF by 0.7% in the first quarter. NBT Bank N A NY now owns 76,663 shares of the company’s stock worth $1,780,000 after purchasing an additional 566 shares during the last quarter. Twin Cities Retirement Group LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 0.5% during the 2nd quarter. Twin Cities Retirement Group LLC now owns 127,460 shares of the company’s stock valued at $2,948,000 after acquiring an additional 574 shares during the period. Finally, PFG Investments LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 6.0% in the first quarter. PFG Investments LLC now owns 11,242 shares of the company’s stock worth $261,000 after purchasing an additional 641 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:SCHZ traded up $0.14 during trading on Thursday, reaching $22.30. 712,969 shares of the company were exchanged, compared to its average volume of 2,286,404. Schwab U.S. Aggregate Bond ETF has a 12-month low of $21.92 and a 12-month high of $23.73. The business’s fifty day simple moving average is $22.50 and its 200-day simple moving average is $22.87.

About Schwab U.S. Aggregate Bond ETF

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.