Hurlow Wealth Management Group Inc. Sells 6,895 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Hurlow Wealth Management Group Inc. cut its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 10.5% in the 4th quarter, Holdings Channel reports. The institutional investor owned 58,584 shares of the company’s stock after selling 6,895 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for 3.1% of Hurlow Wealth Management Group Inc.’s investment portfolio, making the stock its 11th largest holding. Hurlow Wealth Management Group Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,153,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Honkamp Krueger Financial Services Inc. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 2.7% in the 4th quarter. Honkamp Krueger Financial Services Inc. now owns 3,033,742 shares of the company’s stock worth $162,093,000 after buying an additional 78,966 shares during the period. Envestnet Asset Management Inc. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 604.4% in the 3rd quarter. Envestnet Asset Management Inc. now owns 2,737,497 shares of the company’s stock valued at $147,414,000 after purchasing an additional 2,348,895 shares during the period. Wealth Enhancement Advisory Services LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 6.6% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 2,535,719 shares of the company’s stock valued at $135,983,000 after purchasing an additional 156,571 shares during the period. Hengehold Capital Management LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 12.6% in the 3rd quarter. Hengehold Capital Management LLC now owns 787,776 shares of the company’s stock valued at $42,422,000 after purchasing an additional 88,304 shares during the period. Finally, Bank of America Corp DE boosted its holdings in Schwab U.S. Aggregate Bond ETF by 4.6% in the 2nd quarter. Bank of America Corp DE now owns 754,163 shares of the company’s stock valued at $39,971,000 after purchasing an additional 33,142 shares during the period.

NYSEARCA:SCHZ traded down $0.08 during trading hours on Friday, hitting $53.72. The stock had a trading volume of 6,149 shares, compared to its average volume of 642,545. The company has a 50 day simple moving average of $53.57 and a two-hundred day simple moving average of $53.54. Schwab U.S. Aggregate Bond ETF has a one year low of $50.58 and a one year high of $54.38.

The company also recently declared a monthly dividend, which was paid on Thursday, December 26th. Shareholders of record on Friday, December 20th were issued a $0.1158 dividend. This represents a $1.39 annualized dividend and a yield of 2.59%. The ex-dividend date of this dividend was Thursday, December 19th.

See Also: How does a dividend reinvestment plan work?

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)

Receive News & Ratings for Schwab U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.