Modern Wealth Management LLC Takes Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Posted by Ethan Ryder on Mar 7th, 2026

Modern Wealth Management LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 1,153,141 shares of the company’s stock, valued at approximately $27,064,000.

A number of other hedge funds and other institutional investors have also modified their holdings of SCHZ. Vestmark Advisory Solutions Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at about $18,191,000. Rockbridge Investment Management LCC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 7.8% in the third 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 in the last quarter. Charles Schwab Trust Co increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 6.4% during the third quarter. Charles Schwab Trust Co now owns 5,946,824 shares of the company’s stock valued at $139,572,000 after acquiring an additional 359,756 shares during the period. Phil A. Younker & Associates Ltd. raised its holdings in Schwab U.S. Aggregate Bond ETF by 41.8% during the third quarter. Phil A. Younker & Associates Ltd. now owns 1,205,971 shares of the company’s stock worth $28,304,000 after purchasing an additional 355,717 shares in the last quarter. Finally, Breakthru Advisory Services LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at about $8,340,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:SCHZ opened at $23.42 on Friday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.52 and a 1-year high of $23.73. The company has a 50 day moving average price of $23.47 and a 200 day moving average price of $23.46.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

The business also recently disclosed 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 Company Profile

(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.