Breakthru Advisory Services LLC Has $9 Million Stock Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Posted by Defense World Staff on Mar 25th, 2026

Breakthru Advisory Services LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 8.4% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 385,142 shares of the company’s stock after buying an additional 29,815 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for approximately 5.8% of Breakthru Advisory Services LLC’s holdings, making the stock its 6th biggest position. Breakthru Advisory Services LLC owned approximately 0.09% of Schwab U.S. Aggregate Bond ETF worth $9,001,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Rossby Financial LCC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 121.1% during 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 last quarter. Decker Retirement Planning Inc. purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at approximately $26,000. LGT Financial Advisors LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 868.6% during the third 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 period. Cloud Capital Management LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the third quarter valued at approximately $30,000. Finally, Bernard Wealth Management Corp. purchased a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter worth approximately $31,000.

Schwab U.S. Aggregate Bond ETF Stock Down 0.2%

NYSEARCA:SCHZ 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 company has a 50 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 company also recently declared a monthly dividend, which was paid on Friday, March 6th. Stockholders of record on Monday, March 2nd were paid 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.