Client 1ST Advisory Group LLC Has $7.99 Million Stock Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Client 1ST Advisory Group LLC grew its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 9.9% during the fourth quarter, Holdings Channel.com reports. The firm owned 341,977 shares of the company’s stock after acquiring an additional 30,727 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for about 2.5% of Client 1ST Advisory Group LLC’s portfolio, making the stock its 10th biggest position. Client 1ST Advisory Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $7,992,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also made changes to their positions in the business. Maripau Wealth Management LLC grew its position in 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 valued at $885,000 after purchasing an additional 455 shares in the last quarter. Aptus Capital Advisors LLC increased its stake 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 during the last quarter. Alley Investment Management Company LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 3.3% during the 3rd quarter. Alley Investment Management Company LLC now owns 15,402 shares of the company’s stock worth $361,000 after buying an additional 485 shares in the last quarter. Stockman Wealth Management Inc. lifted its position 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 worth $1,432,000 after buying an additional 530 shares in the last quarter. Finally, Cooper Financial Group boosted its stake 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 during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA SCHZ opened at $23.19 on Thursday. The business has a 50-day moving average of $23.43 and a 200-day moving average of $23.46. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.52 and a fifty-two week high of $23.73.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

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

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.