Schwab U.S. Aggregate Bond ETF $SCHZ Shares Sold by Cliftonlarsonallen Wealth Advisors LLC

Posted by Defense World Staff on Apr 9th, 2026

Cliftonlarsonallen Wealth Advisors LLC lessened its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 6.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 935,914 shares of the company’s stock after selling 68,168 shares during the quarter. Cliftonlarsonallen Wealth Advisors LLC owned 0.23% of Schwab U.S. Aggregate Bond ETF worth $21,872,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of the business. Daytona Street Capital LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $296,000. Flagship Harbor Advisors LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $124,000. Leo Wealth LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $308,000. Revolve Wealth Partners LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 4.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 789,604 shares of the company’s stock valued at $18,453,000 after purchasing an additional 36,480 shares in the last quarter. Finally, Stewardship Concepts Financial Services LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $2,879,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA SCHZ opened at $23.25 on Thursday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.52 and a fifty-two week high of $23.73. The business has a 50 day moving average price of $23.38 and a two-hundred day moving average price of $23.44.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

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

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.