SCHWAB STRATEGI/US AGGREGATE BD ETF (SCHZ) Shares Bought by Mutual Advisors LLC

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Mutual Advisors LLC raised its stake in SCHWAB STRATEGI/US AGGREGATE BD ETF (NYSEARCA:SCHZ) by 7.2% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 51,535 shares of the company’s stock after purchasing an additional 3,457 shares during the quarter. SCHWAB STRATEGI/US AGGREGATE BD ETF accounts for 0.7% of Mutual Advisors LLC’s portfolio, making the stock its 21st biggest position. Mutual Advisors LLC owned 0.05% of SCHWAB STRATEGI/US AGGREGATE BD ETF worth $2,629,000 as of its most recent filing with the SEC.

Several other institutional investors have also made changes to their positions in the stock. Catalyst Capital Advisors LLC purchased a new stake in shares of SCHWAB STRATEGI/US AGGREGATE BD ETF in the fourth quarter worth $114,000. Focused Wealth Management Inc bought a new position in shares of SCHWAB STRATEGI/US AGGREGATE BD ETF during the first quarter valued at $118,000. JPMorgan Chase & Co. lifted its holdings in shares of SCHWAB STRATEGI/US AGGREGATE BD ETF by 168.0% during the first quarter. JPMorgan Chase & Co. now owns 2,621 shares of the company’s stock valued at $134,000 after purchasing an additional 1,643 shares in the last quarter. Front Row Advisors LLC bought a new position in shares of SCHWAB STRATEGI/US AGGREGATE BD ETF during the fourth quarter valued at $152,000. Finally, Efficient Advisors LLC bought a new position in shares of SCHWAB STRATEGI/US AGGREGATE BD ETF during the first quarter valued at $174,000.

SCHWAB STRATEGI/US AGGREGATE BD ETF opened at $50.49 on Friday, MarketBeat Ratings reports. SCHWAB STRATEGI/US AGGREGATE BD ETF has a fifty-two week low of $50.07 and a fifty-two week high of $52.82.

The firm also recently announced a monthly dividend, which was paid on Thursday, June 7th. Investors of record on Monday, June 4th were given a dividend of $0.1152 per share. The ex-dividend date was Friday, June 1st. This represents a $1.38 annualized dividend and a dividend yield of 2.74%. This is a boost from SCHWAB STRATEGI/US AGGREGATE BD ETF’s previous monthly dividend of $0.11.

Institutional Ownership by Quarter for SCHWAB STRATEGI/US AGGREGATE BD ETF (NYSEARCA:SCHZ)

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