Schwab U.S. Aggregate Bond ETF $SCHZ is Midwest Financial Group LLC’s 7th Largest Position

Midwest Financial Group LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 17.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 302,319 shares of the company’s stock after purchasing an additional 45,409 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises about 3.1% of Midwest Financial Group LLC’s holdings, making the stock its 7th biggest holding. Midwest Financial Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $7,065,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Maripau Wealth Management LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 1.2% in the 3rd quarter. Maripau Wealth Management LLC now owns 37,722 shares of the company’s stock valued at $885,000 after buying an additional 455 shares during the period. Aptus Capital Advisors LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 4.5% during the third quarter. Aptus Capital Advisors LLC now owns 10,671 shares of the company’s stock worth $250,000 after acquiring an additional 456 shares during the period. CoreCap Advisors LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 11.2% during the fourth quarter. CoreCap Advisors LLC now owns 4,700 shares of the company’s stock valued at $110,000 after acquiring an additional 473 shares in the last quarter. 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 acquiring an additional 485 shares in the last quarter. Finally, Stockman Wealth Management Inc. boosted its holdings in shares of 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 valued at $1,432,000 after purchasing an additional 530 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:SCHZ opened at $23.22 on Friday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.52 and a 52-week high of $23.73. The business’s 50 day moving average is $23.39 and its 200 day moving average is $23.44.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

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

Schwab U.S. Aggregate Bond ETF Profile

(Free Report)

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.

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