Atria Investments Inc Trims Stock Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Atria Investments Inc lessened its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 22.6% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 83,571 shares of the company’s stock after selling 24,433 shares during the quarter. Atria Investments Inc’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,961,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in SCHZ. Decker Retirement Planning Inc. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $26,000. Cloud Capital Management LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth $30,000. Bernard Wealth Management Corp. purchased a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at about $31,000. Evolution Wealth Management Inc. purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the second quarter valued at approximately $73,000. Finally, Traub Capital Management LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $76,000.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA:SCHZ opened at $23.61 on Wednesday. The business’s fifty day moving average price is $23.42 and its 200 day moving average price is $23.43. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.52 and a 12 month high of $23.71.

Schwab U.S. Aggregate Bond ETF Increases Dividend

The company also recently disclosed a monthly dividend, which was paid on Friday, February 6th. Shareholders of record on Monday, February 2nd were paid a $0.085 dividend. This is an increase from Schwab U.S. Aggregate Bond ETF’s previous monthly dividend of $0.07. This represents a c) dividend on an annualized basis and a yield of 4.3%. The ex-dividend date was Monday, February 2nd.

Schwab U.S. Aggregate Bond ETF Profile

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.