Daymark Wealth Partners LLC Buys 140,132 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Posted by Defense World Staff on Mar 25th, 2026

Daymark Wealth Partners LLC lifted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 10.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,441,944 shares of the company’s stock after purchasing an additional 140,132 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for approximately 1.1% of Daymark Wealth Partners LLC’s holdings, making the stock its 18th biggest position. Daymark Wealth Partners LLC owned approximately 0.35% of Schwab U.S. Aggregate Bond ETF worth $33,698,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Rossby Financial LCC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 121.1% during the third quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock valued at $25,000 after acquiring an additional 590 shares in the last quarter. Decker Retirement Planning Inc. bought a new position in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $26,000. LGT Financial Advisors LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 868.6% during the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock valued at $28,000 after purchasing an additional 1,051 shares during the last quarter. Cloud Capital Management LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $30,000. Finally, Bernard Wealth Management Corp. purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $31,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Schwab U.S. Aggregate Bond ETF stock opened at $23.10 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.52 and a 12 month high of $23.73. The stock has a fifty day simple moving average of $23.43 and a two-hundred day simple moving average of $23.46.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

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

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.