Moneta Group Investment Advisors LLC Boosts Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Posted by Alanna Baker on Mar 17th, 2026

Moneta Group Investment Advisors LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 19.3% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 703,175 shares of the company’s stock after buying an additional 113,578 shares during the period. Moneta Group Investment Advisors LLC owned approximately 0.18% of Schwab U.S. Aggregate Bond ETF worth $16,504,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently added to or reduced their stakes in SCHZ. Modern Wealth Management LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $27,064,000. NorthRock Partners LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 209,215.9% during the 3rd quarter. NorthRock Partners LLC now owns 935,642 shares of the company’s stock worth $21,960,000 after purchasing an additional 935,195 shares during the last quarter. Vestmark Advisory Solutions Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $18,191,000. Elevation Point Wealth Partners LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $18,191,000. Finally, Rockbridge Investment Management LCC lifted its position in Schwab U.S. Aggregate Bond ETF by 7.8% in the third quarter. Rockbridge Investment Management LCC now owns 7,958,838 shares of the company’s stock valued at $186,794,000 after buying an additional 575,958 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Up 0.3%

Shares of SCHZ stock opened at $23.29 on Tuesday. The company has a 50-day moving average of $23.46 and a two-hundred day moving average of $23.47. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.52 and a 1-year 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. Stockholders of record on Monday, March 2nd were issued a $0.0772 dividend. This represents a c) annualized dividend and a dividend yield of 4.0%. The ex-dividend date was Monday, March 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.