Valpey Financial Services LLC Has $87.61 Million Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Posted by Patrick Bannon on May 29th, 2026

Valpey Financial Services LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 2,295.2% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 3,749,009 shares of the company’s stock after acquiring an additional 3,592,488 shares during the quarter. Valpey Financial Services LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $87,614,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of the business. Belpointe Asset Management LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth approximately $1,053,000. Chatterton & Associates Inc. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth approximately $3,996,000. Breakthru Advisory Services LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 8.4% during the fourth quarter. Breakthru Advisory Services LLC now owns 385,142 shares of the company’s stock worth $9,001,000 after acquiring an additional 29,815 shares during the period. Ascent Group LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 87.2% during the fourth quarter. Ascent Group LLC now owns 628,347 shares of the company’s stock worth $14,684,000 after acquiring an additional 292,644 shares during the period. Finally, MAI Capital Management boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 373.7% during the third quarter. MAI Capital Management now owns 284,088 shares of the company’s stock worth $6,668,000 after acquiring an additional 224,115 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:SCHZ opened at $23.15 on Friday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.75 and a 12-month high of $23.73. The business has a 50 day moving average of $23.16 and a 200-day moving average of $23.35.

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.