Revolve Wealth Partners LLC Has $16.69 Million Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Revolve Wealth Partners LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 114.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 735,257 shares of the company’s stock after purchasing an additional 392,380 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for approximately 1.8% of Revolve Wealth Partners LLC’s portfolio, making the stock its 13th biggest position. Revolve Wealth Partners LLC owned about 0.44% of Schwab U.S. Aggregate Bond ETF worth $16,690,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of SCHZ. Squarepoint Ops LLC raised its position in Schwab U.S. Aggregate Bond ETF by 28.6% during the second quarter. Squarepoint Ops LLC now owns 15,271 shares of the company’s stock valued at $696,000 after acquiring an additional 3,396 shares in the last quarter. Regal Investment Advisors LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 29.1% during the 2nd quarter. Regal Investment Advisors LLC now owns 28,017 shares of the company’s stock worth $1,277,000 after purchasing an additional 6,308 shares during the last quarter. B. Riley Wealth Advisors Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 24.8% during the 2nd quarter. B. Riley Wealth Advisors Inc. now owns 15,035 shares of the company’s stock valued at $685,000 after purchasing an additional 2,989 shares in the last quarter. Advisory Alpha LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 6.3% in the 2nd quarter. Advisory Alpha LLC now owns 9,577 shares of the company’s stock valued at $437,000 after purchasing an additional 566 shares during the last quarter. Finally, New Wave Wealth Advisors LLC bought a new stake in Schwab U.S. Aggregate Bond ETF in the second quarter worth $2,941,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA SCHZ opened at $22.86 on Tuesday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week high of $24.15. The stock’s 50-day moving average is $22.86 and its two-hundred day moving average is $23.20.

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.