Grey Fox Wealth Advisors LLC Sells 6,320 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Grey Fox Wealth Advisors LLC trimmed its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 140,184 shares of the company’s stock after selling 6,320 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up about 0.8% of Grey Fox Wealth Advisors LLC’s portfolio, making the stock its 23rd biggest position. Grey Fox Wealth Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,258,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Assetmark Inc. grew its position in Schwab U.S. Aggregate Bond ETF by 1,210.7% in the 2nd quarter. Assetmark Inc. now owns 3,670 shares of the company’s stock valued at $85,000 after acquiring an additional 3,390 shares during the last quarter. New Republic Capital LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 132.6% during the first quarter. New Republic Capital LLC now owns 4,507 shares of the company’s stock worth $104,000 after purchasing an additional 2,569 shares during the last quarter. Colonial Trust Advisors purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the first quarter valued at $121,000. AdvisorNet Financial Inc grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 17.0% in the second quarter. AdvisorNet Financial Inc now owns 6,242 shares of the company’s stock worth $145,000 after purchasing an additional 909 shares during the last quarter. Finally, Calton & Associates Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF in the 1st quarter worth about $190,000.

Schwab U.S. Aggregate Bond ETF Trading Up 0.4%

Shares of SCHZ opened at $23.46 on Friday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.43 and a 1-year high of $23.71. The company has a 50-day moving average of $23.50 and a 200 day moving average of $23.18.

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.