Geneos Wealth Management Inc. Sells 9,382 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Geneos Wealth Management Inc. cut its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 42.0% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 12,953 shares of the company’s stock after selling 9,382 shares during the period. Geneos Wealth Management Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $300,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at $317,000. Focus Partners Wealth increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 25.8% in the 4th quarter. Focus Partners Wealth now owns 21,863 shares of the company’s stock worth $496,000 after buying an additional 4,480 shares during the last quarter. Visionary Wealth Advisors raised its position in shares of Schwab U.S. Aggregate Bond ETF by 92.1% during the 4th quarter. Visionary Wealth Advisors now owns 27,815 shares of the company’s stock valued at $631,000 after buying an additional 13,337 shares in the last quarter. Vident Advisory LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at about $10,267,000. Finally, Whelan Financial grew its position in Schwab U.S. Aggregate Bond ETF by 86.8% in the fourth quarter. Whelan Financial now owns 10,461 shares of the company’s stock worth $237,000 after acquiring an additional 4,861 shares in the last quarter.

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

NYSEARCA:SCHZ opened at $23.58 on Tuesday. The business has a 50 day simple moving average of $23.19 and a 200-day simple moving average of $23.06. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.43 and a 1 year high of $24.15.

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.