Plum Street Advisors LLC Has $23.29 Million Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Posted by Teresa Graham on Mar 14th, 2026

Plum Street Advisors LLC grew its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 6.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 992,096 shares of the company’s stock after purchasing an additional 63,215 shares during the period. Schwab U.S. Aggregate Bond ETF comprises approximately 9.0% of Plum Street Advisors LLC’s investment portfolio, making the stock its largest position. Plum Street Advisors LLC owned 0.25% of Schwab U.S. Aggregate Bond ETF worth $23,285,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Rossby Financial LCC lifted its stake in Schwab U.S. Aggregate Bond ETF by 121.1% in the 3rd quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock valued at $25,000 after purchasing an additional 590 shares during the last quarter. Decker Retirement Planning Inc. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth $26,000. Cloud Capital Management LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth $30,000. Bernard Wealth Management Corp. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth $31,000. Finally, Evolution Wealth Management Inc. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the second quarter worth $73,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ opened at $23.21 on Friday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.52 and a 52 week high of $23.73. The stock has a fifty day moving average of $23.46 and a 200-day moving average of $23.46.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

The company also recently announced 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) dividend on an annualized basis and a yield of 4.0%. The ex-dividend date of this dividend was Monday, March 2nd.

Schwab U.S. Aggregate Bond ETF 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.