Asempa Wealth Advisors Takes $540,000 Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Asempa Wealth Advisors acquired a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 4th quarter, according to its most recent filing with the SEC. The fund acquired 23,086 shares of the company’s stock, valued at approximately $540,000.

A number of other large investors have also bought and sold shares of SCHZ. Maripau Wealth Management LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 1.2% during the 3rd 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 period. Aptus Capital Advisors LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 4.5% during the 3rd quarter. Aptus Capital Advisors LLC now owns 10,671 shares of the company’s stock worth $250,000 after purchasing an additional 456 shares in the last quarter. Alley Investment Management Company LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.3% in the third quarter. Alley Investment Management Company LLC now owns 15,402 shares of the company’s stock valued at $361,000 after purchasing an additional 485 shares in the last quarter. Stockman Wealth Management Inc. boosted its position in shares of 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 worth $1,432,000 after buying an additional 530 shares during the period. Finally, Cooper Financial Group boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 3.8% during the fourth 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 period.

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

NYSEARCA:SCHZ opened at $23.07 on Monday. The stock has a 50-day simple moving average of $23.45 and a 200 day simple moving average of $23.47. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.52 and a 52-week high of $23.73.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

The firm also recently disclosed a monthly dividend, which was paid on Friday, March 6th. Stockholders of record on Monday, March 2nd were given a $0.0772 dividend. This represents a c) dividend on an annualized basis and a dividend 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.