WealthShield Partners LLC Sells 16,769 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

WealthShield Partners LLC lowered its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report) by 12.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 119,854 shares of the company’s stock after selling 16,769 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for about 0.9% of WealthShield Partners LLC’s investment portfolio, making the stock its 23rd largest position. WealthShield Partners LLC owned about 0.08% of Schwab U.S. Aggregate Bond ETF worth $5,588,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of SCHZ. Moneta Group Investment Advisors LLC increased its position in Schwab U.S. Aggregate Bond ETF by 90,669.4% in the fourth quarter. Moneta Group Investment Advisors LLC now owns 197,544,995 shares of the company’s stock worth $9,017,929,000 after purchasing an additional 197,327,361 shares during the last quarter. Charles Schwab Investment Management Inc. increased its position in Schwab U.S. Aggregate Bond ETF by 3.1% in the third quarter. Charles Schwab Investment Management Inc. now owns 24,613,846 shares of the company’s stock worth $1,088,670,000 after purchasing an additional 742,887 shares during the last quarter. Avantax Planning Partners Inc. increased its position in Schwab U.S. Aggregate Bond ETF by 2.5% in the third quarter. Avantax Planning Partners Inc. now owns 3,288,681 shares of the company’s stock worth $145,458,000 after purchasing an additional 78,919 shares during the last quarter. Ameriprise Financial Inc. increased its position in Schwab U.S. Aggregate Bond ETF by 8.3% in the third quarter. Ameriprise Financial Inc. now owns 3,255,637 shares of the company’s stock worth $144,052,000 after purchasing an additional 249,045 shares during the last quarter. Finally, Financial Engines Advisors L.L.C. boosted its stake in Schwab U.S. Aggregate Bond ETF by 5.1% during the third quarter. Financial Engines Advisors L.L.C. now owns 2,586,335 shares of the company’s stock worth $114,394,000 after buying an additional 126,088 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA SCHZ remained flat at $45.50 on Wednesday. 463,329 shares of the company’s stock traded hands, compared to its average volume of 931,720. The business has a 50-day moving average price of $45.87 and a two-hundred day moving average price of $45.32. Schwab U.S. Aggregate Bond ETF has a 52 week low of $43.05 and a 52 week high of $47.47.

Schwab U.S. Aggregate Bond ETF Increases Dividend

The company also recently disclosed a dividend, which will be paid on Friday, April 5th. Shareholders of record on Tuesday, April 2nd will be paid a dividend of $0.1462 per share. This is a positive change from Schwab U.S. Aggregate Bond ETF’s previous dividend of $0.13. The ex-dividend date is Monday, April 1st.

Schwab U.S. Aggregate Bond ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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