Atria Investments LLC Purchases 4,011 Shares of Schwab U.S. Aggregate Bond ETF (SCHZ)

Atria Investments LLC boosted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 12.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 36,930 shares of the company’s stock after buying an additional 4,011 shares during the quarter. Atria Investments LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,856,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently made changes to their positions in SCHZ. Horan Capital Advisors LLC. grew its stake in Schwab U.S. Aggregate Bond ETF by 2,065.2% in the second quarter. Horan Capital Advisors LLC. now owns 113,389 shares of the company’s stock valued at $5,743,000 after purchasing an additional 108,152 shares in the last quarter. Secrest Blakey & Associates LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 8.8% in the second quarter. Secrest Blakey & Associates LLC now owns 121,558 shares of the company’s stock valued at $6,156,000 after purchasing an additional 9,836 shares in the last quarter. Johnson Financial Group Inc. bought a new position in Schwab U.S. Aggregate Bond ETF in the second quarter valued at approximately $125,000. Milliman Financial Risk Management LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 0.5% in the second quarter. Milliman Financial Risk Management LLC now owns 3,501,157 shares of the company’s stock valued at $177,299,000 after purchasing an additional 18,025 shares in the last quarter. Finally, FCA Corp TX grew its stake in Schwab U.S. Aggregate Bond ETF by 3.1% in the second quarter. FCA Corp TX now owns 50,386 shares of the company’s stock valued at $2,552,000 after purchasing an additional 1,517 shares in the last quarter.

SCHZ stock opened at $49.87 on Friday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $49.65 and a twelve month high of $52.41.

The business also recently declared a monthly dividend, which was paid on Friday, October 5th. Shareholders of record on Tuesday, October 2nd were paid a $0.108 dividend. The ex-dividend date of this dividend was Monday, October 1st. This represents a $1.30 dividend on an annualized basis and a yield of 2.60%.

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Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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