Schwab U.S. Aggregate Bond ETF (SCHZ) Stake Lessened by Wealth Enhancement Advisory Services LLC

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Wealth Enhancement Advisory Services LLC reduced its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 17.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,066,006 shares of the company’s stock after selling 426,101 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for approximately 6.6% of Wealth Enhancement Advisory Services LLC’s portfolio, making the stock its 4th largest holding. Wealth Enhancement Advisory Services LLC owned about 1.84% of Schwab U.S. Aggregate Bond ETF worth $104,623,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in SCHZ. Mackey Komara & Dankovich LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth about $49,000. TCI Wealth Advisors Inc. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 198.2% in the fourth quarter. TCI Wealth Advisors Inc. now owns 1,342 shares of the company’s stock worth $68,000 after purchasing an additional 892 shares during the last quarter. Essex Savings Bank bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth about $76,000. Advisors Asset Management Inc. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 161.0% in the third quarter. Advisors Asset Management Inc. now owns 2,600 shares of the company’s stock worth $131,000 after purchasing an additional 1,604 shares during the last quarter. Finally, Global Retirement Partners LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 80.1% in the third quarter. Global Retirement Partners LLC now owns 2,788 shares of the company’s stock worth $140,000 after purchasing an additional 1,240 shares during the last quarter.

NYSEARCA SCHZ opened at $51.07 on Friday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $49.47 and a 1 year high of $51.17.

The firm also recently announced a monthly dividend, which was paid on Thursday, February 7th. Investors of record on Monday, February 4th were paid a $0.1286 dividend. The ex-dividend date of this dividend was Friday, February 1st. This is a boost from Schwab U.S. Aggregate Bond ETF’s previous monthly dividend of $0.11. This represents a $1.54 annualized dividend and a dividend yield of 3.02%.

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Further Reading: NASDAQ

Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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