Ethos Financial Group LLC Sells 166,240 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Ethos Financial Group LLC lessened its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 84.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 31,509 shares of the company’s stock after selling 166,240 shares during the period. Ethos Financial Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $715,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of SCHZ. US Bancorp DE boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 26.2% during the 3rd quarter. US Bancorp DE now owns 18,875 shares of the company’s stock valued at $897,000 after buying an additional 3,913 shares in the last quarter. Maia Wealth LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 86.7% in the 3rd quarter. Maia Wealth LLC now owns 99,367 shares of the company’s stock worth $4,722,000 after purchasing an additional 46,152 shares during the last quarter. Concurrent Investment Advisors LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth about $303,000. Rockbridge Investment Management LCC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 10.2% in the 3rd quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock worth $135,366,000 after purchasing an additional 263,472 shares during the last quarter. Finally, Mayflower Financial Advisors LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 8.4% in the 3rd quarter. Mayflower Financial Advisors LLC now owns 179,063 shares of the company’s stock worth $8,509,000 after purchasing an additional 13,939 shares during the last quarter.

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

SCHZ opened at $23.10 on Thursday. The stock has a 50-day moving average price of $22.81 and a 200-day moving average price of $23.14. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year high of $24.15.

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.