OneDigital Investment Advisors LLC Sells 330,071 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

OneDigital Investment Advisors LLC trimmed its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report) by 9.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,319,285 shares of the company’s stock after selling 330,071 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up 0.8% of OneDigital Investment Advisors LLC’s investment portfolio, making the stock its 27th largest position. OneDigital Investment Advisors LLC owned approximately 0.85% of Schwab U.S. Aggregate Bond ETF worth $77,904,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also bought and sold shares of the stock. Rossby Financial LCC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 121.1% during the third quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock valued at $25,000 after purchasing an additional 590 shares during the period. Decker Retirement Planning Inc. bought a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $26,000. Cloud Capital Management LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $30,000. Bernard Wealth Management Corp. purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $31,000. Finally, Evolution Wealth Management Inc. bought a new stake in Schwab U.S. Aggregate Bond ETF in the 2nd quarter worth $73,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ stock opened at $23.60 on Friday. The firm’s 50-day moving average price is $23.43 and its two-hundred day moving average price is $23.43. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.52 and a 12-month high of $23.71.

Schwab U.S. Aggregate Bond ETF Increases Dividend

The firm also recently declared a monthly dividend, which was paid on Friday, February 6th. Shareholders of record on Monday, February 2nd were given a dividend of $0.085 per share. This represents a c) dividend on an annualized basis and a yield of 4.3%. The ex-dividend date of this dividend was Monday, February 2nd. This is a positive change from Schwab U.S. Aggregate Bond ETF’s previous monthly dividend of $0.07.

About Schwab U.S. Aggregate Bond ETF

(Free Report)

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.

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

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