SNS Financial Group LLC Buys 31,313 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Posted by Scott Moore on Mar 9th, 2026

SNS Financial Group LLC increased its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 11.9% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 294,069 shares of the company’s stock after purchasing an additional 31,313 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up 0.6% of SNS Financial Group LLC’s investment portfolio, making the stock its 26th largest holding. SNS Financial Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $6,902,000 as of its most recent filing with the SEC.

Other large investors have also recently added to or reduced their stakes in the company. Private Advisor Group LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 10.9% during the third quarter. Private Advisor Group LLC now owns 57,126 shares of the company’s stock valued at $1,341,000 after acquiring an additional 5,612 shares during the period. PFG Advisors bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $540,000. ProVise Management Group LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 0.8% during the 3rd quarter. ProVise Management Group LLC now owns 75,881 shares of the company’s stock worth $1,781,000 after purchasing an additional 621 shares in the last quarter. Pinnacle Associates Ltd. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at approximately $203,000. Finally, Prevail Innovative Wealth Advisors LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 9.3% during the third quarter. Prevail Innovative Wealth Advisors LLC now owns 15,196 shares of the company’s stock valued at $357,000 after purchasing an additional 1,288 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA SCHZ opened at $23.42 on Monday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.52 and a one year high of $23.73. The business has a fifty day simple moving average of $23.47 and a 200 day simple moving average of $23.46.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

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