SigFig Wealth Management LLC Grows Stock Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Posted by Trevor Kearing on Apr 3rd, 2026

SigFig Wealth Management LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 10.2% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 469,825 shares of the company’s stock after acquiring an additional 43,406 shares during the period. SigFig Wealth Management LLC owned approximately 0.11% of Schwab U.S. Aggregate Bond ETF worth $11,003,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Tempus Wealth Planning LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 9.3% during the fourth quarter. Tempus Wealth Planning LLC now owns 397,795 shares of the company’s stock worth $9,296,000 after buying an additional 33,761 shares during the period. Values Added Financial LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 18.0% in the 4th quarter. Values Added Financial LLC now owns 23,062 shares of the company’s stock valued at $539,000 after acquiring an additional 3,521 shares during the period. Bestgate Wealth Advisors LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 3.5% in the 4th quarter. Bestgate Wealth Advisors LLC now owns 194,190 shares of the company’s stock valued at $4,538,000 after acquiring an additional 6,653 shares during the period. Dorato Capital Management purchased a new position in Schwab U.S. Aggregate Bond ETF in the 4th quarter worth $1,968,000. Finally, Trust Co. of Vermont purchased a new position in Schwab U.S. Aggregate Bond ETF in the 4th quarter worth $213,000.

Schwab U.S. Aggregate Bond ETF Stock Up 0.3%

Shares of SCHZ opened at $23.22 on Friday. The stock has a 50-day moving average of $23.40 and a two-hundred day moving average of $23.44. Schwab U.S. Aggregate Bond ETF has a one year low of $22.52 and a one year 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. Investors of record on Monday, March 2nd were issued a dividend of $0.0772 per share. The ex-dividend date of this dividend was Monday, March 2nd. This represents a c) dividend on an annualized basis and a dividend yield of 4.0%.

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.