Schwab U.S. Aggregate Bond ETF $SCHZ Stake Increased by SNS Financial Group LLC

Posted by Mark Dietrich on Mar 9th, 2026

SNS Financial Group LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 11.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 294,069 shares of the company’s stock after buying an additional 31,313 shares during the period. Schwab U.S. Aggregate Bond ETF comprises approximately 0.6% of SNS Financial Group LLC’s portfolio, making the stock its 26th biggest position. SNS Financial Group LLC owned about 0.08% of Schwab U.S. Aggregate Bond ETF worth $6,902,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of SCHZ. JPMorgan Chase & Co. lifted its stake in Schwab U.S. Aggregate Bond ETF by 1.3% in the 2nd quarter. JPMorgan Chase & Co. now owns 12,425,217 shares of the company’s stock worth $288,762,000 after acquiring an additional 157,994 shares in the last quarter. Rockbridge Investment Management LCC grew its stake in Schwab U.S. Aggregate Bond ETF by 7.8% during the 3rd quarter. Rockbridge Investment Management LCC now owns 7,958,838 shares of the company’s stock valued at $186,794,000 after acquiring an additional 575,958 shares in the last quarter. Ameriprise Financial Inc. grew its stake in Schwab U.S. Aggregate Bond ETF by 1.3% during the 2nd quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock valued at $173,387,000 after acquiring an additional 98,660 shares in the last quarter. Avantax Planning Partners Inc. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.8% in the 3rd quarter. Avantax Planning Partners Inc. now owns 7,183,067 shares of the company’s stock valued at $168,587,000 after purchasing an additional 195,216 shares during the period. Finally, Charles Schwab Trust Co increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 6.4% in the 3rd quarter. Charles Schwab Trust Co now owns 5,946,824 shares of the company’s stock valued at $139,572,000 after purchasing an additional 359,756 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA SCHZ opened at $23.42 on Monday. The company has a 50 day simple moving average of $23.47 and a 200-day simple moving average of $23.46. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.52 and a 52-week high of $23.73.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

The business also recently disclosed a monthly dividend, which was paid on Friday, March 6th. Shareholders of record on Monday, March 2nd were paid a $0.0772 dividend. This represents a c) annualized dividend and a yield of 4.0%. The ex-dividend date was Monday, March 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.