Ethos Financial Group LLC Decreases Stock Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Ethos Financial Group LLC cut its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 21.8% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 25,678 shares of the company’s stock after selling 7,155 shares during the period. Ethos Financial Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $597,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Roundview Capital LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 1.3% in the 1st quarter. Roundview Capital LLC now owns 34,306 shares of the company’s stock valued at $795,000 after purchasing an additional 443 shares in the last quarter. Lansing Street Advisors grew its holdings in Schwab U.S. Aggregate Bond ETF by 2.8% in the second quarter. Lansing Street Advisors now owns 16,345 shares of the company’s stock valued at $380,000 after purchasing an additional 447 shares during the last quarter. Seek First Inc. increased its position in shares of Schwab U.S. Aggregate Bond ETF by 2.0% in the second quarter. Seek First Inc. now owns 23,241 shares of the company’s stock valued at $540,000 after buying an additional 458 shares in the last quarter. Modera Wealth Management LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 0.8% in the first quarter. Modera Wealth Management LLC now owns 56,007 shares of the company’s stock valued at $1,297,000 after buying an additional 469 shares in the last quarter. Finally, RBA Wealth Management LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.9% during the 2nd quarter. RBA Wealth Management LLC now owns 17,643 shares of the company’s stock worth $410,000 after buying an additional 491 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA SCHZ opened at $23.46 on Friday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.43 and a 52 week high of $23.71. The company’s 50-day moving average price is $23.50 and its 200 day moving average price is $23.18.

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.