Cypress Wealth Services LLC Boosts Stock Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Cypress Wealth Services LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 11.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 549,682 shares of the company’s stock after acquiring an additional 56,714 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for approximately 1.8% of Cypress Wealth Services LLC’s holdings, making the stock its 10th biggest holding. Cypress Wealth Services LLC owned 0.13% of Schwab U.S. Aggregate Bond ETF worth $12,846,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the stock. Rossby Financial LCC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 121.1% in the 3rd quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock worth $25,000 after purchasing an additional 590 shares during the period. Decker Retirement Planning Inc. bought a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter worth $26,000. LGT Financial Advisors LLC boosted its stake in 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 worth $28,000 after buying an additional 1,051 shares during the period. Cloud Capital Management LLC purchased a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth $30,000. Finally, Bernard Wealth Management Corp. bought a new position in Schwab U.S. Aggregate Bond ETF during the third quarter valued at $31,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ opened at $23.05 on Friday. 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 simple moving average is $23.41 and its 200-day simple moving average is $23.45.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

The company also recently declared a monthly dividend, which was paid on Friday, March 6th. Investors of record on Monday, March 2nd were issued a dividend of $0.0772 per share. This represents a c) annualized dividend and a yield of 4.0%. The ex-dividend date was Monday, March 2nd.

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.