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

Posted by Grant Hamersma on Mar 14th, 2026

Plum Street Advisors LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 6.8% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 992,096 shares of the company’s stock after acquiring an additional 63,215 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises about 9.0% of Plum Street Advisors LLC’s holdings, making the stock its largest position. Plum Street Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $23,285,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Rossby Financial LCC increased its position 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 acquiring an additional 590 shares during the period. Decker Retirement Planning Inc. acquired a new position 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 in the third quarter worth $30,000. Bernard Wealth Management Corp. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter worth $31,000. Finally, Evolution Wealth Management Inc. acquired a new stake in Schwab U.S. Aggregate Bond ETF in the second quarter valued at $73,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:SCHZ opened at $23.21 on Friday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.52 and a 12-month high of $23.73. The business has a fifty day simple moving average of $23.46 and a 200 day simple moving average of $23.46.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

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