Ashton Thomas Private Wealth LLC Has $7.89 Million Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Posted by Jeff Wilder on Feb 4th, 2026

Ashton Thomas Private Wealth LLC raised its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 38.4% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 336,122 shares of the company’s stock after acquiring an additional 93,209 shares during the period. Ashton Thomas Private Wealth LLC owned about 0.09% of Schwab U.S. Aggregate Bond ETF worth $7,889,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of SCHZ. Decker Retirement Planning Inc. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth $26,000. Cloud Capital Management LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $30,000. Bernard Wealth Management Corp. bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth $31,000. Evolution Wealth Management Inc. bought a new position in Schwab U.S. Aggregate Bond ETF during the second quarter worth about $73,000. Finally, Traub Capital Management LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $76,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA SCHZ opened at $23.32 on Wednesday. The company’s fifty day moving average is $23.42 and its 200-day moving average is $23.40. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.52 and a twelve month high of $23.71.

Schwab U.S. Aggregate Bond ETF Increases Dividend

The firm also recently declared a monthly dividend, which will be paid on Friday, February 6th. Stockholders of record on Monday, February 2nd will be given a dividend of $0.085 per share. This is an increase from Schwab U.S. Aggregate Bond ETF’s previous monthly dividend of $0.07. This represents a c) dividend on an annualized basis and a dividend yield of 4.4%. The ex-dividend date of this dividend is Monday, February 2nd.

About Schwab U.S. Aggregate Bond ETF

(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.