Gen Wealth Partners Inc Purchases 130,915 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Gen Wealth Partners Inc acquired a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 130,915 shares of the company’s stock, valued at approximately $2,896,000. Schwab U.S. Aggregate Bond ETF accounts for about 0.8% of Gen Wealth Partners Inc’s investment portfolio, making the stock its 27th biggest holding.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Barrett & Company Inc. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at about $26,000. Foresight Capital Management Advisors Inc. acquired a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $27,000. Salomon & Ludwin LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $27,000. Richardson Financial Services Inc. acquired a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $32,000. Finally, PNC Financial Services Group Inc. bought a new position in Schwab U.S. Aggregate Bond ETF during the first quarter valued at about $37,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ opened at $22.56 on Tuesday. The stock’s 50-day moving average price is $22.36 and its 200 day moving average price is $22.95. Schwab U.S. Aggregate Bond ETF has a 12-month low of $21.92 and a 12-month high of $23.73.

About Schwab U.S. Aggregate Bond ETF

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.