Diversify Advisory Services LLC Cuts Stock Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Diversify Advisory Services LLC lessened its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report) by 80.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,590 shares of the company’s stock after selling 108,165 shares during the quarter. Diversify Advisory Services LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $599,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of SCHZ. Brighton Jones LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth $317,000. AQR Capital Management LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 15.9% in the 1st quarter. AQR Capital Management LLC now owns 14,212 shares of the company’s stock worth $329,000 after purchasing an additional 1,948 shares in the last quarter. Focus Partners Wealth grew its stake in Schwab U.S. Aggregate Bond ETF by 28.9% during the 1st quarter. Focus Partners Wealth now owns 28,189 shares of the company’s stock worth $653,000 after buying an additional 6,326 shares during the last quarter. Kaizen Financial Strategies grew its stake in Schwab U.S. Aggregate Bond ETF by 13.5% during the 2nd quarter. Kaizen Financial Strategies now owns 10,060 shares of the company’s stock worth $234,000 after buying an additional 1,200 shares during the last quarter. Finally, Omega Financial Group LLC increased its position in Schwab U.S. Aggregate Bond ETF by 7.9% during the 2nd quarter. Omega Financial Group LLC now owns 105,788 shares of the company’s stock valued at $2,459,000 after buying an additional 7,734 shares in the last quarter.

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

Schwab U.S. Aggregate Bond ETF stock opened at $23.21 on Friday. The stock has a 50-day moving average of $23.47 and a two-hundred day moving average of $23.46. Schwab U.S. Aggregate Bond ETF has a one year low of $22.52 and a one year high of $23.73.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

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

Schwab U.S. Aggregate Bond ETF Profile

(Free Report)

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.

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

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