HBK Sorce Advisory LLC Invests $241,000 in Schwab U.S. Aggregate Bond ETF (SCHZ)

HBK Sorce Advisory LLC bought a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the third quarter, HoldingsChannel reports. The institutional investor bought 4,804 shares of the company’s stock, valued at approximately $241,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Sensible Financial Planning & Management LLC. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 9.3% in the 3rd quarter. Sensible Financial Planning & Management LLC. now owns 1,504,176 shares of the company’s stock valued at $75,585,000 after purchasing an additional 128,263 shares during the period. Newman Dignan & Sheerar Inc. increased its holdings in Schwab U.S. Aggregate Bond ETF by 1.6% in the third quarter. Newman Dignan & Sheerar Inc. now owns 179,423 shares of the company’s stock worth $8,923,000 after buying an additional 2,806 shares during the last quarter. FCA Corp TX increased its holdings in Schwab U.S. Aggregate Bond ETF by 3.1% in the second quarter. FCA Corp TX now owns 50,386 shares of the company’s stock worth $2,552,000 after buying an additional 1,517 shares during the last quarter. Capital Investment Advisory Services LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the third quarter worth approximately $842,000. Finally, Segall Bryant & Hamill LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the second quarter worth approximately $355,000.

NYSEARCA:SCHZ opened at $50.20 on Friday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $49.47 and a 52 week high of $52.21.



The company also recently disclosed a monthly dividend, which was paid on Friday, December 7th. Investors of record on Tuesday, December 4th were issued a $0.1282 dividend. The ex-dividend date of this dividend was Monday, December 3rd. This represents a $1.54 dividend on an annualized basis and a yield of 3.06%. This is an increase from Schwab U.S. Aggregate Bond ETF’s previous monthly dividend of $0.12.

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Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ).

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

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