1,153,141 Shares in Schwab U.S. Aggregate Bond ETF $SCHZ Bought by Modern Wealth Management LLC

Posted by Trevor Kearing on Mar 7th, 2026

Modern Wealth Management LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 1,153,141 shares of the company’s stock, valued at approximately $27,064,000. Modern Wealth Management LLC owned approximately 0.29% of Schwab U.S. Aggregate Bond ETF at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Rossby Financial LCC lifted its stake in 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 worth $25,000 after purchasing an additional 590 shares during the last quarter. Decker Retirement Planning Inc. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $26,000. Cloud Capital Management LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at about $30,000. Bernard Wealth Management Corp. acquired a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $31,000. Finally, Evolution Wealth Management Inc. bought a new position in Schwab U.S. Aggregate Bond ETF in the second quarter worth about $73,000.

Schwab U.S. Aggregate Bond ETF Stock Down 0.1%

NYSEARCA:SCHZ opened at $23.42 on Friday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.52 and a 52 week high of $23.73. The stock has a 50 day moving average of $23.47 and a 200-day moving average of $23.46.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

The company also recently declared a monthly dividend, which was paid on Friday, March 6th. Stockholders of record on Monday, March 2nd were given a dividend of $0.0772 per share. The ex-dividend date 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.