Larson Financial Group LLC Has $8.24 Million Stock Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Larson Financial Group LLC trimmed its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 11.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 351,176 shares of the company’s stock after selling 43,290 shares during the period. Larson Financial Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $8,242,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Aptus Capital Advisors LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 4.5% during the 3rd quarter. Aptus Capital Advisors LLC now owns 10,671 shares of the company’s stock worth $250,000 after purchasing an additional 456 shares in the last quarter. Alley Investment Management Company LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 3.3% during the 3rd quarter. Alley Investment Management Company LLC now owns 15,402 shares of the company’s stock valued at $361,000 after purchasing an additional 485 shares during the last quarter. Stockman Wealth Management Inc. raised its position in Schwab U.S. Aggregate Bond ETF by 0.9% in the third quarter. Stockman Wealth Management Inc. now owns 61,025 shares of the company’s stock worth $1,432,000 after acquiring an additional 530 shares during the period. Rossby Financial LCC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 121.1% during the 3rd quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock worth $25,000 after purchasing an additional 590 shares during the last quarter. Finally, ProVise Management Group LLC increased its position in Schwab U.S. Aggregate Bond ETF by 0.8% in the third quarter. ProVise Management Group LLC now owns 75,881 shares of the company’s stock worth $1,781,000 after buying an additional 621 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.29 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.52 and a 52-week high of $23.73. The stock’s 50-day simple moving average is $23.46 and its 200 day simple moving average is $23.47.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

The business also recently announced a monthly dividend, which was paid on Friday, March 6th. Shareholders of record on Monday, March 2nd were issued a dividend of $0.0772 per share. 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 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.