Revolve Wealth Partners LLC Buys 36,480 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Revolve Wealth Partners LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.8% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 789,604 shares of the company’s stock after acquiring an additional 36,480 shares during the period. Schwab U.S. Aggregate Bond ETF makes up 2.2% of Revolve Wealth Partners LLC’s investment portfolio, making the stock its 14th biggest position. Revolve Wealth Partners LLC owned about 0.19% of Schwab U.S. Aggregate Bond ETF worth $18,453,000 as of its most recent filing with the SEC.

Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter worth about $317,000. AQR Capital Management LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 15.9% during the 1st quarter. AQR Capital Management LLC now owns 14,212 shares of the company’s stock valued at $329,000 after purchasing an additional 1,948 shares during the last quarter. Focus Partners Wealth raised its holdings in shares of 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 valued at $653,000 after buying an additional 6,326 shares in the last quarter. Steward Partners Investment Advisory LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 39.9% in the 2nd quarter. Steward Partners Investment Advisory LLC now owns 4,705 shares of the company’s stock worth $109,000 after buying an additional 1,343 shares during the last quarter. Finally, Fisher Asset Management LLC bought a new stake in Schwab U.S. Aggregate Bond ETF in the 2nd quarter worth approximately $203,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ opened at $23.22 on Monday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.52 and a 1 year high of $23.73. The stock has a 50 day simple moving average of $23.39 and a two-hundred day simple moving average of $23.44.

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 paid a $0.0772 dividend. The ex-dividend date of this dividend was Monday, March 2nd. This represents a c) dividend on an annualized basis 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.