HBK Sorce Advisory LLC Takes $241,000 Position in Schwab U.S. Aggregate Bond ETF (SCHZ)

HBK Sorce Advisory LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 4,804 shares of the company’s stock, valued at approximately $241,000.

A number of other hedge funds and other institutional investors have also modified their holdings of SCHZ. Sensible Financial Planning & Management LLC. lifted its stake in 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 valued at $75,585,000 after buying an additional 128,263 shares in the last quarter. Newman Dignan & Sheerar Inc. lifted its stake in Schwab U.S. Aggregate Bond ETF by 1.6% during the third quarter. Newman Dignan & Sheerar Inc. now owns 179,423 shares of the company’s stock valued at $8,923,000 after buying an additional 2,806 shares in the last quarter. FCA Corp TX lifted its stake in Schwab U.S. Aggregate Bond ETF by 3.1% during the second quarter. FCA Corp TX now owns 50,386 shares of the company’s stock valued at $2,552,000 after buying an additional 1,517 shares in the last quarter. Capital Investment Advisory Services LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter valued at about $842,000. Finally, Segall Bryant & Hamill LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF during the second quarter valued at about $355,000.

SCHZ stock opened at $50.20 on Friday. Schwab U.S. Aggregate Bond ETF has a one year low of $49.47 and a one year high of $52.21.

The company also recently disclosed a monthly dividend, which was paid on Friday, December 7th. Shareholders of record on Tuesday, December 4th were paid a dividend of $0.1282 per share. The ex-dividend date was Monday, December 3rd. This is a positive change from Schwab U.S. Aggregate Bond ETF’s previous monthly dividend of $0.12. This represents a $1.54 dividend on an annualized basis and a yield of 3.06%.

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

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