RHL Group LLC Purchases Shares of 33,017 Schwab U.S. Aggregate Bond ETF $SCHZ

RHL Group LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 33,017 shares of the company’s stock, valued at approximately $772,000. Schwab U.S. Aggregate Bond ETF accounts for about 0.6% of RHL Group LLC’s portfolio, making the stock its 20th biggest position.

Several other large investors have also recently bought and sold shares of the stock. Rockbridge Investment Management LCC raised its holdings in Schwab U.S. Aggregate Bond ETF by 12.6% in the 4th quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock valued at $209,347,000 after acquiring an additional 999,097 shares during the period. Ameriprise Financial Inc. raised its holdings in Schwab U.S. Aggregate Bond ETF by 1.3% in the 2nd quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock valued at $173,387,000 after acquiring an additional 98,660 shares during the period. Avantax Planning Partners Inc. raised its holdings in Schwab U.S. Aggregate Bond ETF by 3.7% in the 4th quarter. Avantax Planning Partners Inc. now owns 7,447,340 shares of the company’s stock valued at $174,044,000 after acquiring an additional 264,273 shares during the period. Charles Schwab Trust Co raised its holdings in Schwab U.S. Aggregate Bond ETF by 4.5% in the 4th quarter. Charles Schwab Trust Co now owns 6,215,188 shares of the company’s stock valued at $145,249,000 after acquiring an additional 268,364 shares during the period. Finally, Financial Engines Advisors L.L.C. raised its holdings in Schwab U.S. Aggregate Bond ETF by 10.7% in the 3rd quarter. Financial Engines Advisors L.L.C. now owns 5,427,583 shares of the company’s stock valued at $127,385,000 after acquiring an additional 524,573 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Schwab U.S. Aggregate Bond ETF stock opened at $23.00 on Monday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.74 and a twelve month high of $23.73. The company’s 50-day moving average price is $23.18 and its two-hundred day moving average price is $23.36.

Schwab U.S. Aggregate Bond ETF Company 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.