Elevation Point Wealth Partners LLC Buys 198,085 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Elevation Point Wealth Partners LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 22.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,064,646 shares of the company’s stock after purchasing an additional 198,085 shares during the quarter. Elevation Point Wealth Partners LLC owned 0.25% of Schwab U.S. Aggregate Bond ETF worth $24,721,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Newport Capital Group LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth about $25,000. Godfrey Financial Associates Inc. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at about $25,000. LGT Financial Advisors LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 868.6% in the third quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock valued at $28,000 after buying an additional 1,051 shares during the period. Gilpin Wealth Management LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at about $28,000. Finally, CIBC Private Wealth Group LLC grew its position in Schwab U.S. Aggregate Bond ETF by 1,165.0% during the fourth quarter. CIBC Private Wealth Group LLC now owns 2,024 shares of the company’s stock worth $47,000 after buying an additional 1,864 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ stock opened at $23.05 on Friday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.77 and a twelve month high of $23.73. The business’s 50-day simple moving average is $23.10 and its 200 day simple moving average is $23.28.

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.