Creative Financial Designs Inc. ADV Grows Stake in Schwab U.S. Aggregate Bond ETF $SCHZ

Posted by Donna Armstrong on Feb 28th, 2026

Creative Financial Designs Inc. ADV boosted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 12.4% during the third quarter, HoldingsChannel reports. The institutional investor owned 298,407 shares of the company’s stock after buying an additional 32,841 shares during the quarter. Creative Financial Designs Inc. ADV’s holdings in Schwab U.S. Aggregate Bond ETF were worth $7,004,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of SCHZ. Rossby Financial LCC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 121.1% in the third quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock valued at $25,000 after acquiring an additional 590 shares in the last quarter. Decker Retirement Planning Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $26,000. Cloud Capital Management LLC purchased a new position in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $30,000. Bernard Wealth Management Corp. acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth $31,000. Finally, Evolution Wealth Management Inc. purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the second quarter worth $73,000.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA:SCHZ opened at $23.71 on Friday. The company’s 50-day moving average price is $23.46 and its 200-day moving average price is $23.45. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.52 and a twelve month high of $23.73.

Schwab U.S. Aggregate Bond ETF Increases Dividend

The business also recently declared a monthly dividend, which was paid on Friday, February 6th. Investors of record on Monday, February 2nd were issued a $0.085 dividend. This is a boost 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 4.3%. The ex-dividend date of this dividend was Monday, February 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.