Schwab U.S. Aggregate Bond ETF (SCHZ) Stake Increased by Global Retirement Partners LLC

Global Retirement Partners LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 80.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,788 shares of the company’s stock after purchasing an additional 1,240 shares during the quarter. Global Retirement Partners LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $140,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of SCHZ. Schwab Charles Investment Management Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 12.1% in the 2nd quarter. Schwab Charles Investment Management Inc. now owns 4,642,003 shares of the company’s stock worth $235,072,000 after purchasing an additional 500,837 shares in the last quarter. Resources Investment Advisors Inc. lifted its position in Schwab U.S. Aggregate Bond ETF by 56.3% during the 2nd quarter. Resources Investment Advisors Inc. now owns 645,934 shares of the company’s stock worth $32,710,000 after acquiring an additional 232,640 shares during the period. Envestnet Asset Management Inc. lifted its position in Schwab U.S. Aggregate Bond ETF by 241.5% during the 2nd quarter. Envestnet Asset Management Inc. now owns 327,636 shares of the company’s stock worth $16,591,000 after acquiring an additional 231,685 shares during the period. Sensible Financial Planning & Management LLC. lifted its position in Schwab U.S. Aggregate Bond ETF by 18.4% during the 2nd quarter. Sensible Financial Planning & Management LLC. now owns 1,375,913 shares of the company’s stock worth $69,676,000 after acquiring an additional 213,684 shares during the period. Finally, Wealth Enhancement Advisory Services LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 8.6% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 2,334,885 shares of the company’s stock worth $118,130,000 after acquiring an additional 185,234 shares during the period.

Shares of SCHZ opened at $49.73 on Friday. Schwab U.S. Aggregate Bond ETF has a one year low of $49.65 and a one year high of $52.35.

The company also recently declared a monthly dividend, which was paid on Friday, October 5th. Shareholders of record on Tuesday, October 2nd were given a dividend of $0.108 per share. The ex-dividend date of this dividend was Monday, October 1st. This represents a $1.30 dividend on an annualized basis and a yield of 2.61%.

See Also: Fundamental Analysis and Individual Investors

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

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