Payne Capital LLC Invests $528,000 in Schwab U.S. Aggregate Bond ETF $SCHZ

Posted by Lindsey Winhoffer on Feb 4th, 2026

Payne Capital LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 22,492 shares of the company’s stock, valued at approximately $528,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in SCHZ. JPMorgan Chase & Co. raised its stake in Schwab U.S. Aggregate Bond ETF by 1.3% during the 2nd quarter. JPMorgan Chase & Co. now owns 12,425,217 shares of the company’s stock valued at $288,762,000 after purchasing an additional 157,994 shares during the period. Ameriprise Financial Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 1.3% in the second quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock worth $173,387,000 after buying an additional 98,660 shares during the period. Rockbridge Investment Management LCC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 6.9% during the second quarter. Rockbridge Investment Management LCC now owns 7,382,880 shares of the company’s stock valued at $171,578,000 after buying an additional 477,759 shares in the last quarter. Avantax Planning Partners Inc. raised its position in Schwab U.S. Aggregate Bond ETF by 2.8% during the third quarter. Avantax Planning Partners Inc. now owns 7,183,067 shares of the company’s stock valued at $168,587,000 after buying an additional 195,216 shares during the period. Finally, Charles Schwab Trust Co raised its position in Schwab U.S. Aggregate Bond ETF by 6.4% during the third quarter. Charles Schwab Trust Co now owns 5,946,824 shares of the company’s stock valued at $139,572,000 after buying an additional 359,756 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.32 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.52 and a 1 year high of $23.71. The stock has a 50-day moving average price of $23.42 and a 200 day moving average price of $23.40.

Schwab U.S. Aggregate Bond ETF Increases Dividend

The business also recently declared a monthly dividend, which will be paid on Friday, February 6th. Investors of record on Monday, February 2nd will be issued 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) annualized dividend and a dividend yield of 4.4%. The ex-dividend date is Monday, February 2nd.

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.