Ascent Group LLC Boosts Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Ascent Group LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 87.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 628,347 shares of the company’s stock after buying an additional 292,644 shares during the quarter. Ascent Group LLC owned approximately 0.15% of Schwab U.S. Aggregate Bond ETF worth $14,684,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Rossby Financial LCC increased its position in Schwab U.S. Aggregate Bond ETF by 121.1% during the third quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock worth $25,000 after buying an additional 590 shares in the last quarter. Decker Retirement Planning Inc. purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at $26,000. LGT Financial Advisors LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 868.6% during the third quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock valued at $28,000 after acquiring an additional 1,051 shares during the last quarter. Cloud Capital Management LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at $30,000. Finally, Bernard Wealth Management Corp. purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth about $31,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ stock opened at $23.22 on Friday. The firm has a 50-day moving average price of $23.39 and a 200 day moving average price of $23.44. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.52 and a twelve month high of $23.73.

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 given a $0.0772 dividend. The ex-dividend date of this dividend was Monday, March 2nd. This represents a c) annualized dividend and a dividend 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.