SVA Wealth Management LLC Raises Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

SVA Wealth Management LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 11.9% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 223,070 shares of the company’s stock after purchasing an additional 23,730 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up approximately 1.2% of SVA Wealth Management LLC’s investment portfolio, making the stock its 13th largest position. SVA Wealth Management LLC owned approximately 0.18% of Schwab U.S. Aggregate Bond ETF worth $11,823,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently modified their holdings of the company. ACR Alpine Capital Research LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.1% in the second quarter. ACR Alpine Capital Research LLC now owns 17,781 shares of the company’s stock valued at $942,000 after acquiring an additional 191 shares in the last quarter. Burt Wealth Advisors raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.3% in the second quarter. Burt Wealth Advisors now owns 8,564 shares of the company’s stock valued at $454,000 after acquiring an additional 193 shares in the last quarter. Reston Wealth Management LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 0.7% in the second quarter. Reston Wealth Management LLC now owns 29,265 shares of the company’s stock valued at $1,551,000 after acquiring an additional 214 shares in the last quarter. Opus Capital Group LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 5.2% in the second quarter. Opus Capital Group LLC now owns 4,569 shares of the company’s stock valued at $242,000 after acquiring an additional 226 shares in the last quarter. Finally, Market Street Wealth Management Advisors LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.4% in the second quarter. Market Street Wealth Management Advisors LLC now owns 9,707 shares of the company’s stock valued at $514,000 after acquiring an additional 232 shares in the last quarter.

Shares of SCHZ stock traded down $0.31 on Friday, hitting $53.15. The stock had a trading volume of 540,854 shares, compared to its average volume of 594,056. The business has a 50 day moving average price of $53.76 and a 200 day moving average price of $52.42. Schwab U.S. Aggregate Bond ETF has a one year low of $49.47 and a one year high of $54.38.

The company also recently disclosed a — dividend, which was paid on Monday, September 9th. Investors of record on Wednesday, September 4th were issued a $0.1318 dividend. The ex-dividend date was Tuesday, September 3rd. This represents a dividend yield of 2.7%.

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

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