Holistic Financial Partners lifted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 9.5% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 173,223 shares of the company’s stock after buying an additional 14,995 shares during the period. Schwab U.S. Aggregate Bond ETF makes up about 3.8% of Holistic Financial Partners’ holdings, making the stock its 7th biggest holding. Holistic Financial Partners’ holdings in Schwab U.S. Aggregate Bond ETF were worth $8,987,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in SCHZ. Destination Wealth Management increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1,714.0% during the 4th quarter. Destination Wealth Management now owns 2,543,984 shares of the company’s stock worth $128,700,000 after buying an additional 2,403,740 shares during the last quarter. Financial Engines Advisors L.L.C. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 45.3% during the 4th quarter. Financial Engines Advisors L.L.C. now owns 3,153,273 shares of the company’s stock worth $166,352,000 after buying an additional 982,557 shares during the last quarter. Total Wealth Planning LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth $23,807,000. Barry Investment Advisors LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1,322.5% during the 1st quarter. Barry Investment Advisors LLC now owns 485,199 shares of the company’s stock worth $25,172,000 after buying an additional 451,089 shares during the last quarter. Finally, Milliman Financial Risk Management LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 14.1% during the 4th quarter. Milliman Financial Risk Management LLC now owns 3,369,867 shares of the company’s stock worth $170,482,000 after buying an additional 416,265 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF stock traded down $0.07 during trading on Thursday, reaching $51.84. 24,509 shares of the company’s stock were exchanged, compared to its average volume of 720,393. Schwab U.S. Aggregate Bond ETF has a 52-week low of $49.47 and a 52-week high of $51.93.

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

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

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