Curtis Advisory Group LLC Sells 36,130 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Posted by Defense World Staff on Feb 23rd, 2026

Curtis Advisory Group LLC lowered its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 12.0% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 264,606 shares of the company’s stock after selling 36,130 shares during the period. Schwab U.S. Aggregate Bond ETF comprises 1.4% of Curtis Advisory Group LLC’s holdings, making the stock its 17th largest position. Curtis Advisory Group LLC owned 0.07% of Schwab U.S. Aggregate Bond ETF worth $6,210,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Rossby Financial LCC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 121.1% in the third quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock worth $25,000 after acquiring an additional 590 shares in the last quarter. Decker Retirement Planning Inc. bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at about $26,000. Cloud Capital Management LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $30,000. Bernard Wealth Management Corp. bought a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $31,000. Finally, Evolution Wealth Management Inc. acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $73,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ opened at $23.60 on Monday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.52 and a twelve month high of $23.71. The firm’s 50 day moving average price is $23.43 and its two-hundred day moving average price is $23.43.

Schwab U.S. Aggregate Bond ETF Increases Dividend

The business also recently disclosed a monthly dividend, which was paid on Friday, February 6th. Investors of record on Monday, February 2nd were given a $0.085 dividend. The ex-dividend date of this dividend was Monday, February 2nd. This represents a c) annualized dividend and a yield of 4.3%. This is an increase from Schwab U.S. Aggregate Bond ETF’s previous monthly dividend of $0.07.

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.