Hengehold Capital Management LLC Grows Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Hengehold Capital Management LLC raised its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 7.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 360,315 shares of the company’s stock after acquiring an additional 23,535 shares during the quarter. Hengehold Capital Management LLC owned approximately 0.09% of Schwab U.S. Aggregate Bond ETF worth $8,421,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Rockbridge Investment Management LCC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 7.8% during the 3rd quarter. Rockbridge Investment Management LCC now owns 7,958,838 shares of the company’s stock worth $186,794,000 after purchasing an additional 575,958 shares during the last quarter. Ameriprise Financial Inc. raised its stake in Schwab U.S. Aggregate Bond ETF by 1.3% in the second quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock valued at $173,387,000 after buying an additional 98,660 shares in the last quarter. Avantax Planning Partners Inc. lifted its holdings in Schwab U.S. Aggregate Bond ETF by 2.8% during the 3rd quarter. Avantax Planning Partners Inc. now owns 7,183,067 shares of the company’s stock worth $168,587,000 after buying an additional 195,216 shares during the last quarter. Charles Schwab Trust Co lifted its holdings in Schwab U.S. Aggregate Bond ETF by 4.5% during the 4th quarter. Charles Schwab Trust Co now owns 6,215,188 shares of the company’s stock worth $145,249,000 after buying an additional 268,364 shares during the last quarter. Finally, Financial Engines Advisors L.L.C. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 10.7% during the 3rd quarter. Financial Engines Advisors L.L.C. now owns 5,427,583 shares of the company’s stock worth $127,385,000 after acquiring an additional 524,573 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.3%

SCHZ opened at $23.22 on Wednesday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.52 and a one year high of $23.73. The business’s 50-day simple moving average is $23.41 and its 200-day simple moving average is $23.45.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

The firm also recently declared a monthly dividend, which was paid on Friday, March 6th. Investors of record on Monday, March 2nd were issued a $0.0772 dividend. This represents a c) dividend on an annualized basis and a yield of 4.0%. The ex-dividend date of this dividend was Monday, March 2nd.

Schwab U.S. Aggregate Bond ETF Company 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.