Schwab U.S. Aggregate Bond ETF $SCHZ Stock Holdings Lifted by Breakthru Advisory Services LLC

Breakthru Advisory Services LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 8.4% in the fourth quarter, HoldingsChannel reports. The firm owned 385,142 shares of the company’s stock after buying an additional 29,815 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up 5.8% of Breakthru Advisory Services LLC’s investment portfolio, making the stock its 6th largest position. Breakthru Advisory Services LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $9,001,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Maripau Wealth Management LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.2% in the third quarter. Maripau Wealth Management LLC now owns 37,722 shares of the company’s stock worth $885,000 after buying an additional 455 shares during the last quarter. Aptus Capital Advisors LLC grew its position in Schwab U.S. Aggregate Bond ETF by 4.5% during the third 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 during the period. Alley Investment Management Company LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 3.3% during the third 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 during the last quarter. Stockman Wealth Management Inc. increased its holdings in Schwab U.S. Aggregate Bond ETF by 0.9% during the third 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 last quarter. Finally, Cooper Financial Group raised its position in Schwab U.S. Aggregate Bond ETF by 3.8% in the fourth quarter. Cooper Financial Group now owns 15,588 shares of the company’s stock worth $364,000 after acquiring an additional 570 shares during the period.

Schwab U.S. Aggregate Bond ETF Trading Down 0.2%

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.10 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.52 and a 1-year high of $23.73. The company’s fifty day simple moving average is $23.43 and its 200-day simple moving average is $23.46.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

The business also recently announced a monthly dividend, which was paid on Friday, March 6th. Investors of record on Monday, March 2nd were issued a $0.0772 dividend. 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 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.