WJ Financial Advisors LLC Buys New Stake in Schwab U.S. Aggregate Bond ETF $SCHZ

WJ Financial Advisors LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 34,127 shares of the company’s stock, valued at approximately $801,000.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Alley Investment Management Company LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.3% during the third 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 in the last quarter. Zhang Financial LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 0.5% during the 2nd quarter. Zhang Financial LLC now owns 97,380 shares of the company’s stock worth $2,263,000 after buying an additional 512 shares in the last quarter. Avidian Wealth Enterprises LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 0.6% during the 2nd quarter. Avidian Wealth Enterprises LLC now owns 89,656 shares of the company’s stock worth $2,084,000 after buying an additional 529 shares in the last quarter. Stockman Wealth Management Inc. lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 0.9% in the 3rd 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. Finally, Sterling Investment Management LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 0.8% in the second quarter. Sterling Investment Management LLC now owns 66,630 shares of the company’s stock valued at $1,548,000 after acquiring an additional 542 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:SCHZ opened at $23.62 on Friday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.52 and a 12 month high of $23.71. The stock’s 50 day moving average price is $23.41 and its 200 day moving average price is $23.42.

Schwab U.S. Aggregate Bond ETF Increases Dividend

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