Gen Wealth Partners Inc Purchases 3,886 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Gen Wealth Partners Inc boosted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 5.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 81,929 shares of the company’s stock after purchasing an additional 3,886 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises approximately 0.8% of Gen Wealth Partners Inc’s investment portfolio, making the stock its 21st largest holding. Gen Wealth Partners Inc’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,860,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. JPMorgan Chase & Co. lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 12.2% in the third quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock valued at $300,804,000 after purchasing an additional 689,398 shares in the last quarter. Marotta Asset Management lifted its stake in Schwab U.S. Aggregate Bond ETF by 98.4% during the 4th quarter. Marotta Asset Management now owns 286,485 shares of the company’s stock valued at $6,506,000 after acquiring an additional 142,119 shares in the last quarter. ORG Partners LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 51.7% during the 4th quarter. ORG Partners LLC now owns 17,319 shares of the company’s stock worth $393,000 after acquiring an additional 5,906 shares during the last quarter. Brookstone Capital Management boosted its holdings in Schwab U.S. Aggregate Bond ETF by 112.3% during the 4th quarter. Brookstone Capital Management now owns 90,174 shares of the company’s stock worth $2,047,000 after acquiring an additional 47,706 shares during the last quarter. Finally, Salem Investment Counselors Inc. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 102.2% in the 4th quarter. Salem Investment Counselors Inc. now owns 2,056 shares of the company’s stock worth $47,000 after acquiring an additional 1,039 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ opened at $22.89 on Friday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.43 and a fifty-two week high of $24.15. The company’s 50-day moving average is $23.02 and its 200 day moving average is $22.95.

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.