Jones Financial Companies Lllp Grows Stock Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Posted by Dante Gardener on Feb 4th, 2026

Jones Financial Companies Lllp lifted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 15.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,171,388 shares of the company’s stock after purchasing an additional 157,531 shares during the period. Jones Financial Companies Lllp owned 0.30% of Schwab U.S. Aggregate Bond ETF worth $27,436,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Decker Retirement Planning Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF in the third quarter worth about $26,000. Cloud Capital Management LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth $30,000. Bernard Wealth Management Corp. purchased a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth $31,000. Evolution Wealth Management Inc. bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 2nd quarter valued at about $73,000. Finally, Traub Capital Management LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the second quarter worth about $76,000.

Schwab U.S. Aggregate Bond ETF Trading Up 0.1%

Shares of NYSEARCA:SCHZ opened at $23.32 on Wednesday. The firm’s 50-day moving average is $23.42 and its 200 day moving average is $23.40. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.52 and a 12 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. The ex-dividend date of this dividend is Monday, February 2nd. This is a boost 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%.

Schwab U.S. Aggregate Bond ETF 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.