KilterHowling LLC Grows Stake in Schwab U.S. Aggregate Bond ETF $SCHZ

KilterHowling LLC boosted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 2.8% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 1,223,612 shares of the company’s stock after acquiring an additional 32,796 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises approximately 16.0% of KilterHowling LLC’s portfolio, making the stock its 2nd largest holding. KilterHowling LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $28,718,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in SCHZ. Modern Wealth Management LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the third quarter worth approximately $27,064,000. Vestmark Advisory Solutions Inc. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at approximately $18,191,000. Rockbridge Investment Management LCC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 7.8% during the third 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 period. Charles Schwab Trust Co raised its position in shares of Schwab U.S. Aggregate Bond ETF by 6.4% during the third quarter. Charles Schwab Trust Co now owns 5,946,824 shares of the company’s stock worth $139,572,000 after purchasing an additional 359,756 shares during the period. Finally, Phil A. Younker & Associates Ltd. lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 41.8% in the 3rd quarter. Phil A. Younker & Associates Ltd. now owns 1,205,971 shares of the company’s stock worth $28,304,000 after purchasing an additional 355,717 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Down 0.1%

Shares of SCHZ opened at $23.42 on Friday. The business’s fifty day moving average is $23.47 and its 200 day moving average is $23.46. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.52 and a 12-month high of $23.73.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

The firm also recently disclosed a monthly dividend, which was paid on Friday, March 6th. Shareholders of record on Monday, March 2nd were paid a $0.0772 dividend. This represents a c) dividend on an annualized basis and a dividend 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.