North Forty Two & Co. Makes New Investment in Schwab U.S. Aggregate Bond ETF $SCHZ

Posted by Donna Armstrong on Oct 19th, 2026

North Forty Two & Co. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 133,194 shares of the company’s stock, valued at approximately $2,944,000. Schwab U.S. Aggregate Bond ETF accounts for 2.4% of North Forty Two & Co.’s portfolio, making the stock its 12th largest position.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Hidden Cove Wealth Management LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth about $315,000. Greg Jennings LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth about $1,848,000. Lifelong Wealth Advisors Inc. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth about $4,602,000. Richards Merrill & Peterson Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $55,000. Finally, Capital Square LLC purchased a new position in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $1,038,000.

Schwab U.S. Aggregate Bond ETF Trading Down 0.3%

SCHZ stock traded down $0.06 during trading on Monday, hitting $22.23. The stock had a trading volume of 2,225,099 shares, compared to its average volume of 2,291,015. The company’s 50-day moving average price is $22.48 and its two-hundred day moving average price is $22.86. Schwab U.S. Aggregate Bond ETF has a twelve month low of $21.92 and a twelve month high of $23.73.

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.