Larson Financial Group LLC Has $8.24 Million Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Larson Financial Group LLC reduced its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 11.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 351,176 shares of the company’s stock after selling 43,290 shares during the quarter. Larson Financial Group LLC owned about 0.09% of Schwab U.S. Aggregate Bond ETF worth $8,242,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Modern Wealth Management LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $27,064,000. NorthRock Partners LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 209,215.9% during the 3rd quarter. NorthRock Partners LLC now owns 935,642 shares of the company’s stock worth $21,960,000 after buying an additional 935,195 shares in the last quarter. Vestmark Advisory Solutions Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $18,191,000. Elevation Point Wealth Partners LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $18,191,000. Finally, Rockbridge Investment Management LCC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 7.8% in the 3rd quarter. Rockbridge Investment Management LCC now owns 7,958,838 shares of the company’s stock valued at $186,794,000 after acquiring an additional 575,958 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.3%

Schwab U.S. Aggregate Bond ETF stock opened at $23.29 on Tuesday. The stock has a 50-day moving average price of $23.46 and a two-hundred day moving average price of $23.47. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.52 and a 12 month high of $23.73.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

The firm also recently declared a monthly dividend, which was paid on Friday, March 6th. Stockholders of record on Monday, March 2nd were paid a dividend of $0.0772 per share. The ex-dividend date of this dividend was Monday, March 2nd. This represents a c) annualized dividend and a dividend yield of 4.0%.

Schwab U.S. Aggregate Bond ETF Profile

The Schwab U.S. Aggregate Bond ETF (SCHZ) is an exchange-traded fund that is based on the Bloomberg U.S. Aggregate Bond index. The fund tracks a broad index of U.S. investment grade fixed income securities, including corporate, government, and mortgage-backed securities. SCHZ was launched on Jul 14, 2011 and is managed by Charles Schwab.