Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Sold by Cooper Haims Advisors LLC

Cooper Haims Advisors LLC lowered its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 11.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 420,884 shares of the company’s stock after selling 56,303 shares during the period. Schwab U.S. Aggregate Bond ETF comprises approximately 6.8% of Cooper Haims Advisors LLC’s holdings, making the stock its 3rd largest holding. Cooper Haims Advisors LLC owned about 0.36% of Schwab U.S. Aggregate Bond ETF worth $21,835,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Centric Wealth Management purchased a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at about $7,575,000. Wakefield Asset Management LLLP grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 14.9% during the fourth quarter. Wakefield Asset Management LLLP now owns 96,691 shares of the company’s stock worth $4,892,000 after acquiring an additional 12,508 shares during the last quarter. Forte Capital LLC ADV grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 5.6% during the first quarter. Forte Capital LLC ADV now owns 36,297 shares of the company’s stock worth $1,883,000 after acquiring an additional 1,913 shares during the last quarter. D.B. Root & Company LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 14.5% during the first quarter. D.B. Root & Company LLC now owns 154,719 shares of the company’s stock worth $8,027,000 after acquiring an additional 19,643 shares during the last quarter. Finally, TCI Wealth Advisors Inc. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 198.2% during the fourth quarter. TCI Wealth Advisors Inc. now owns 1,342 shares of the company’s stock worth $68,000 after acquiring an additional 892 shares during the last quarter.

Shares of Schwab U.S. Aggregate Bond ETF stock traded up $0.05 on Wednesday, reaching $51.83. 351,875 shares of the stock were exchanged, compared to its average volume of 699,322. Schwab U.S. Aggregate Bond ETF has a twelve month low of $49.47 and a twelve month high of $51.93.

The business also recently declared a monthly dividend, which was paid on Tuesday, May 7th. Shareholders of record on Thursday, May 2nd were issued a $0.1245 dividend. This represents a $1.49 dividend on an annualized basis and a yield of 2.88%. The ex-dividend date of this dividend was Wednesday, May 1st.

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

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