27,631 Shares in Schwab U.S. Aggregate Bond ETF $SCHZ Purchased by Net Worth Advisory Group

Posted by Jeff Wilder on Mar 29th, 2026

Net Worth Advisory Group acquired a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 27,631 shares of the company’s stock, valued at approximately $646,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Rossby Financial LCC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 121.1% in the 3rd quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock valued at $25,000 after purchasing an additional 590 shares during the last quarter. Decker Retirement Planning Inc. bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at approximately $26,000. LGT Financial Advisors LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 868.6% during the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock valued at $28,000 after purchasing an additional 1,051 shares during the last quarter. Cloud Capital Management LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $30,000. Finally, Bernard Wealth Management Corp. purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $31,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ opened at $23.05 on Friday. The business has a fifty day moving average of $23.41 and a 200 day moving average of $23.45. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.52 and a 52-week high of $23.73.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

The company also recently announced a monthly dividend, which was paid on Friday, March 6th. Stockholders of record on Monday, March 2nd were paid a $0.0772 dividend. 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 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.