Schwab U.S. Aggregate Bond ETF (SCHZ) Shares Bought by Wakefield Asset Management LLLP

Wakefield Asset Management LLLP grew its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 14.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 96,691 shares of the company’s stock after purchasing an additional 12,508 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up approximately 2.1% of Wakefield Asset Management LLLP’s portfolio, making the stock its 8th largest holding. Wakefield Asset Management LLLP’s holdings in Schwab U.S. Aggregate Bond ETF were worth $4,892,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the company. PNC Financial Services Group Inc. acquired a new stake in Schwab U.S. Aggregate Bond ETF during the fourth quarter worth approximately $33,000. Mackey Komara & Dankovich LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the fourth quarter worth approximately $49,000. TCI Wealth Advisors Inc. boosted its position in Schwab U.S. Aggregate Bond ETF by 198.2% during the fourth quarter. TCI Wealth Advisors Inc. now owns 1,342 shares of the company’s stock worth $68,000 after acquiring an additional 892 shares during the last quarter. Parallel Advisors LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 22.4% during the fourth quarter. Parallel Advisors LLC now owns 1,486 shares of the company’s stock worth $75,000 after acquiring an additional 272 shares during the last quarter. Finally, Essex Savings Bank acquired a new stake in Schwab U.S. Aggregate Bond ETF during the fourth quarter worth approximately $76,000.

NYSEARCA SCHZ traded up $0.03 during mid-day trading on Monday, reaching $51.70. 72,478 shares of the stock were exchanged, compared to its average volume of 835,514. Schwab U.S. Aggregate Bond ETF has a 1-year low of $49.47 and a 1-year high of $51.71.

The company also recently announced a monthly dividend, which was paid on Thursday, March 7th. Investors of record on Monday, March 4th were given a dividend of $0.1225 per share. The ex-dividend date was Friday, March 1st. This represents a $1.47 dividend on an annualized basis and a yield of 2.84%.

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

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