Rialto Wealth Management LLC Lowers Stake in Schwab U.S. Aggregate Bond ETF $SCHZ

Posted by Andrew Walz on Feb 16th, 2026

Rialto Wealth Management LLC reduced its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 71.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 48,374 shares of the company’s stock after selling 119,057 shares during the quarter. Rialto Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,135,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Decker Retirement Planning Inc. bought a new position in Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth $26,000. Cloud Capital Management LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at about $30,000. Bernard Wealth Management Corp. purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at about $31,000. Evolution Wealth Management Inc. bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the second quarter worth about $73,000. Finally, Traub Capital Management LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the second quarter worth about $76,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ opened at $23.62 on Monday. The business’s 50 day moving average is $23.41 and its 200 day moving average is $23.42. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.52 and a 12-month high of $23.71.

Schwab U.S. Aggregate Bond ETF Increases Dividend

The business also recently disclosed a monthly dividend, which was paid on Friday, February 6th. Stockholders of record on Monday, February 2nd were given a dividend of $0.085 per share. The ex-dividend date was Monday, February 2nd. 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%.

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.