Schwab U.S. Aggregate Bond ETF $SCHZ Stock Holdings Increased by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 8.9% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 3,951,537 shares of the company’s stock after acquiring an additional 321,319 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $92,466,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of SCHZ. Maripau Wealth Management LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.2% during the third quarter. Maripau Wealth Management LLC now owns 37,722 shares of the company’s stock valued at $885,000 after purchasing an additional 455 shares in the last quarter. Aptus Capital Advisors LLC grew its position in Schwab U.S. Aggregate Bond ETF by 4.5% in the 3rd quarter. Aptus Capital Advisors LLC now owns 10,671 shares of the company’s stock valued at $250,000 after buying an additional 456 shares in the last quarter. Alley Investment Management Company LLC grew its position in Schwab U.S. Aggregate Bond ETF by 3.3% in the 3rd quarter. Alley Investment Management Company LLC now owns 15,402 shares of the company’s stock valued at $361,000 after buying an additional 485 shares in the last quarter. Stockman Wealth Management Inc. increased its stake in Schwab U.S. Aggregate Bond ETF by 0.9% during the 3rd quarter. Stockman Wealth Management Inc. now owns 61,025 shares of the company’s stock valued at $1,432,000 after buying an additional 530 shares during the period. Finally, Cooper Financial Group raised its position in shares of Schwab U.S. Aggregate Bond ETF by 3.8% during the 4th quarter. Cooper Financial Group now owns 15,588 shares of the company’s stock worth $364,000 after buying an additional 570 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Down 0.8%

NYSEARCA SCHZ opened at $23.07 on Friday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.52 and a 12 month high of $23.73. The company’s 50 day simple moving average is $23.45 and its 200 day simple moving average is $23.46.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

The company also recently declared a monthly dividend, which was paid on Friday, March 6th. Shareholders of record on Monday, March 2nd were paid a dividend of $0.0772 per share. This represents a c) dividend on an annualized basis and a yield of 4.0%. The ex-dividend date of this dividend was Monday, March 2nd.

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.