Carnegie Investment Counsel Has $2.24 Million Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Carnegie Investment Counsel raised its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 79.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 95,672 shares of the company’s stock after purchasing an additional 42,422 shares during the quarter. Carnegie Investment Counsel’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,236,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the company. Rockbridge Investment Management LCC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 7.8% in the third quarter. Rockbridge Investment Management LCC now owns 7,958,838 shares of the company’s stock valued at $186,794,000 after buying an additional 575,958 shares during the period. Ameriprise Financial Inc. grew its holdings in Schwab U.S. Aggregate Bond ETF by 1.3% during the 2nd quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock worth $173,387,000 after acquiring an additional 98,660 shares during the last quarter. Avantax Planning Partners Inc. increased its position in Schwab U.S. Aggregate Bond ETF by 2.8% in the 3rd quarter. Avantax Planning Partners Inc. now owns 7,183,067 shares of the company’s stock valued at $168,587,000 after acquiring an additional 195,216 shares during the period. Charles Schwab Trust Co increased its position in Schwab U.S. Aggregate Bond ETF by 4.5% in the 4th quarter. Charles Schwab Trust Co now owns 6,215,188 shares of the company’s stock valued at $145,249,000 after acquiring an additional 268,364 shares during the period. Finally, Financial Engines Advisors L.L.C. raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 10.7% during the third quarter. Financial Engines Advisors L.L.C. now owns 5,427,583 shares of the company’s stock valued at $127,385,000 after acquiring an additional 524,573 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.23 on Monday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.52 and a twelve month high of $23.73. The company’s fifty day moving average is $23.37 and its 200 day moving average is $23.43.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

The business also recently announced a monthly dividend, which was paid on Friday, March 6th. Shareholders of record on Monday, March 2nd were issued 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 yield of 4.0%.

Schwab U.S. Aggregate Bond ETF 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.