EverSource Wealth Advisors LLC Grows Stake in Schwab U.S. Aggregate Bond ETF $SCHZ

Posted by Donald Scott on Feb 26th, 2026

EverSource Wealth Advisors LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 289.7% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 47,790 shares of the company’s stock after acquiring an additional 35,528 shares during the period. EverSource Wealth Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,122,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Alley Investment Management Company LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 3.3% during the third quarter. Alley Investment Management Company LLC now owns 15,402 shares of the company’s stock valued at $361,000 after purchasing an additional 485 shares during the period. Stockman Wealth Management Inc. raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 0.9% in the third quarter. Stockman Wealth Management Inc. now owns 61,025 shares of the company’s stock valued at $1,432,000 after buying an additional 530 shares during the period. Rossby Financial LCC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 121.1% during the 3rd quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock valued at $25,000 after buying an additional 590 shares during the last quarter. OMNI 360 Wealth Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 2.1% during the 3rd quarter. OMNI 360 Wealth Inc. now owns 34,655 shares of the company’s stock valued at $813,000 after buying an additional 708 shares during the last quarter. Finally, Hardin Capital Partners LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.8% during the 3rd quarter. Hardin Capital Partners LLC now owns 19,840 shares of the company’s stock worth $466,000 after acquiring an additional 724 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.63 on Thursday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.52 and a 52-week high of $23.71. The stock’s 50-day simple moving average is $23.45 and its 200 day simple moving average is $23.44.

Schwab U.S. Aggregate Bond ETF Increases Dividend

The business also recently announced a monthly dividend, which was paid on Friday, February 6th. Shareholders of record on Monday, February 2nd were given a dividend of $0.085 per share. This is an increase 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 was Monday, February 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.