Brady Martz Wealth Solutions LLC Cuts Stake in Schwab U.S. Aggregate Bond ETF $SCHZ

Brady Martz Wealth Solutions LLC reduced its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 15.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 158,972 shares of the company’s stock after selling 28,868 shares during the quarter. Brady Martz Wealth Solutions LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,715,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Range Financial Group LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 59.0% during the fourth quarter. Range Financial Group LLC now owns 141,277 shares of the company’s stock valued at $3,302,000 after buying an additional 52,448 shares during the last quarter. Gleason Group Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF in the 4th quarter worth approximately $251,000. Cassilly Financial Group LLC purchased a new position in Schwab U.S. Aggregate Bond ETF in the 4th quarter worth approximately $4,068,000. Columbus Macro LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 0.7% in the 4th quarter. Columbus Macro LLC now owns 597,513 shares of the company’s stock valued at $13,964,000 after acquiring an additional 4,444 shares in the last quarter. Finally, ORG Partners LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 16.9% in the 4th quarter. ORG Partners LLC now owns 11,746 shares of the company’s stock valued at $275,000 after acquiring an additional 1,695 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.3%

Shares of SCHZ opened at $23.22 on Wednesday. The business’s fifty day simple moving average is $23.41 and its two-hundred day simple moving average is $23.45. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.52 and a 12 month 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. 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 dividend yield of 4.0%.

About Schwab U.S. Aggregate Bond ETF

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.