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

Atria Investments Inc decreased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 22.6% during the third quarter, according to its most recent filing with the SEC. The firm owned 83,571 shares of the company’s stock after selling 24,433 shares during the period. 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.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Beacon Bridge Wealth Partners LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 1.5% during the third quarter. Beacon Bridge Wealth Partners LLC now owns 214,211 shares of the company’s stock valued at $5,028,000 after acquiring an additional 3,092 shares during the last quarter. TPG Advisors LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 4.0% during the third quarter. TPG Advisors LLC now owns 184,757 shares of the company’s stock worth $4,336,000 after acquiring an additional 7,034 shares during the last quarter. GK Wealth Management LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 3.7% in the third quarter. GK Wealth Management LLC now owns 48,732 shares of the company’s stock valued at $1,144,000 after purchasing an additional 1,737 shares during the last quarter. Plan A Wealth LLC grew its position in Schwab U.S. Aggregate Bond ETF by 10.9% during the 3rd quarter. Plan A Wealth LLC now owns 32,476 shares of the company’s stock worth $762,000 after purchasing an additional 3,186 shares during the period. Finally, Midwest Financial Group LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.4% during the 3rd quarter. Midwest Financial Group LLC now owns 256,910 shares of the company’s stock valued at $6,030,000 after buying an additional 6,138 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ stock opened at $23.61 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.52 and a 52-week high of $23.71. The business has a 50-day simple moving average of $23.42 and a 200-day simple moving average of $23.43.

Schwab U.S. Aggregate Bond ETF Increases Dividend

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

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.