Schwab U.S. Aggregate Bond ETF (SCHZ) Shares Sold by Wagner Wealth Management LLC

Wagner Wealth Management LLC decreased its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 19.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,633 shares of the company’s stock after selling 1,570 shares during the period. Wagner Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $333,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of SCHZ. Financial Engines Advisors L.L.C. boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 46.4% in the 3rd quarter. Financial Engines Advisors L.L.C. now owns 2,170,716 shares of the company’s stock valued at $109,078,000 after buying an additional 687,861 shares in the last quarter. Schwab Charles Investment Management Inc. boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 12.1% in the 2nd quarter. Schwab Charles Investment Management Inc. now owns 4,642,003 shares of the company’s stock valued at $235,072,000 after buying an additional 500,837 shares in the last quarter. Resources Investment Advisors Inc. boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 56.3% in the 2nd quarter. Resources Investment Advisors Inc. now owns 645,934 shares of the company’s stock valued at $32,710,000 after buying an additional 232,640 shares in the last quarter. Envestnet Asset Management Inc. boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 241.5% in the 2nd quarter. Envestnet Asset Management Inc. now owns 327,636 shares of the company’s stock valued at $16,591,000 after buying an additional 231,685 shares in the last quarter. Finally, Sensible Financial Planning & Management LLC. boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 18.4% in the 2nd quarter. Sensible Financial Planning & Management LLC. now owns 1,375,913 shares of the company’s stock valued at $69,676,000 after buying an additional 213,684 shares in the last quarter.

Shares of NYSEARCA:SCHZ opened at $49.60 on Thursday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $49.47 and a 1-year high of $52.35.

The firm also recently declared a monthly dividend, which was paid on Wednesday, November 7th. Investors of record on Friday, November 2nd were paid a dividend of $0.1222 per share. The ex-dividend date was Thursday, November 1st. This represents a $1.47 dividend on an annualized basis and a yield of 2.96%. This is a boost from Schwab U.S. Aggregate Bond ETF’s previous monthly dividend of $0.11.

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

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