AMI Investment Management Inc. Sells 13,072 Shares of Schwab U.S. Aggregate Bond ETF (SCHZ)

AMI Investment Management Inc. decreased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 19.6% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 53,494 shares of the company’s stock after selling 13,072 shares during the period. Schwab U.S. Aggregate Bond ETF makes up approximately 1.4% of AMI Investment Management Inc.’s holdings, making the stock its 29th largest position. AMI Investment Management Inc. owned approximately 0.05% of Schwab U.S. Aggregate Bond ETF worth $2,688,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Horan Capital Advisors LLC. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 2,065.2% during the second quarter. Horan Capital Advisors LLC. now owns 113,389 shares of the company’s stock worth $5,743,000 after buying an additional 108,152 shares during the period. Secrest Blakey & Associates LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 8.8% during the second quarter. Secrest Blakey & Associates LLC now owns 121,558 shares of the company’s stock worth $6,156,000 after buying an additional 9,836 shares during the period. Johnson Financial Group Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the second quarter worth about $125,000. Sensible Financial Planning & Management LLC. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 9.3% during the third quarter. Sensible Financial Planning & Management LLC. now owns 1,504,176 shares of the company’s stock worth $75,585,000 after buying an additional 128,263 shares during the period. Finally, Milliman Financial Risk Management LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 0.5% during the second quarter. Milliman Financial Risk Management LLC now owns 3,501,157 shares of the company’s stock worth $177,299,000 after buying an additional 18,025 shares during the period.

Shares of NYSEARCA:SCHZ opened at $49.80 on Monday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $49.47 and a 52 week high of $52.35.

The company also recently disclosed a monthly dividend, which was paid on Wednesday, November 7th. Investors of record on Friday, November 2nd were given a $0.1222 dividend. The ex-dividend date was Thursday, November 1st. This represents a $1.47 dividend on an annualized basis and a yield of 2.94%. This is an increase 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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