HighTower Advisors LLC Has $89.49 Million Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Posted by Micah Haroldson on Feb 16th, 2026

HighTower Advisors LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 4.4% in the third quarter, according to its most recent filing with the SEC. The firm owned 3,812,953 shares of the company’s stock after acquiring an additional 161,354 shares during the period. HighTower Advisors LLC owned 0.97% of Schwab U.S. Aggregate Bond ETF worth $89,490,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Alley Investment Management Company LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.3% during the third quarter. Alley Investment Management Company LLC now owns 15,402 shares of the company’s stock worth $361,000 after purchasing an additional 485 shares during the period. Zhang Financial LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 0.5% during the 2nd quarter. Zhang Financial LLC now owns 97,380 shares of the company’s stock worth $2,263,000 after buying an additional 512 shares during the period. Avidian Wealth Enterprises LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 0.6% in the 2nd quarter. Avidian Wealth Enterprises LLC now owns 89,656 shares of the company’s stock valued at $2,084,000 after acquiring an additional 529 shares during the last quarter. Stockman Wealth Management Inc. raised its position in shares of Schwab U.S. Aggregate Bond ETF by 0.9% in the 3rd quarter. Stockman Wealth Management Inc. now owns 61,025 shares of the company’s stock valued at $1,432,000 after acquiring an additional 530 shares during the period. Finally, Sterling Investment Management LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 0.8% during the 2nd quarter. Sterling Investment Management LLC now owns 66,630 shares of the company’s stock worth $1,548,000 after acquiring an additional 542 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA SCHZ opened at $23.62 on Monday. The company’s fifty day moving average is $23.41 and its 200-day moving average is $23.42. 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 announced a monthly dividend, which was paid on Friday, February 6th. Shareholders of record on Monday, February 2nd were paid a $0.085 dividend. The ex-dividend date of this dividend was Monday, February 2nd. This is a positive change 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 yield of 4.3%.

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.