123,163 Shares in Schwab U.S. Aggregate Bond ETF $SCHZ Purchased by Stewardship Concepts Financial Services LLC

Posted by Anthony Miller on Apr 5th, 2026

Stewardship Concepts Financial Services LLC acquired a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 123,163 shares of the company’s stock, valued at approximately $2,879,000. Schwab U.S. Aggregate Bond ETF comprises about 2.4% of Stewardship Concepts Financial Services LLC’s investment portfolio, making the stock its 16th largest holding.

Several other large investors have also modified their holdings of SCHZ. Rockbridge Investment Management LCC raised its holdings in shares of 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 worth $186,794,000 after buying an additional 575,958 shares during the period. Ameriprise Financial Inc. boosted its holdings 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 during the period. Avantax Planning Partners Inc. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 2.8% during the 3rd quarter. Avantax Planning Partners Inc. now owns 7,183,067 shares of the company’s stock valued at $168,587,000 after acquiring an additional 195,216 shares during the period. Charles Schwab Trust Co grew its position in Schwab U.S. Aggregate Bond ETF by 4.5% in the 4th quarter. Charles Schwab Trust Co now owns 6,215,188 shares of the company’s stock valued at $145,249,000 after acquiring an additional 268,364 shares during the last quarter. Finally, Financial Engines Advisors L.L.C. grew its position in Schwab U.S. Aggregate Bond ETF by 10.7% in the 3rd quarter. Financial Engines Advisors L.L.C. now owns 5,427,583 shares of the company’s stock valued at $127,385,000 after acquiring an additional 524,573 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ stock opened at $23.22 on Friday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.52 and a twelve month high of $23.73. The business’s fifty day simple moving average is $23.39 and its two-hundred day simple moving average is $23.44.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

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

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.