Chatterton & Associates Inc. Takes Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Posted by ABMN Staff on Apr 5th, 2026

Chatterton & Associates Inc. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 170,971 shares of the company’s stock, valued at approximately $3,996,000. Schwab U.S. Aggregate Bond ETF accounts for about 3.4% of Chatterton & Associates Inc.’s holdings, making the stock its 8th largest holding.

Other hedge funds have also modified their holdings of the company. Brighton Jones LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth approximately $317,000. AQR Capital Management LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 15.9% in the first quarter. AQR Capital Management LLC now owns 14,212 shares of the company’s stock valued at $329,000 after purchasing an additional 1,948 shares during the last quarter. Focus Partners Wealth raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 28.9% in the first quarter. Focus Partners Wealth now owns 28,189 shares of the company’s stock valued at $653,000 after purchasing an additional 6,326 shares during the last quarter. Steward Partners Investment Advisory LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 39.9% in the second quarter. Steward Partners Investment Advisory LLC now owns 4,705 shares of the company’s stock worth $109,000 after purchasing an additional 1,343 shares in the last quarter. Finally, Fisher Asset Management LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the second quarter worth $203,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ opened at $23.22 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 firm has a fifty day simple moving average of $23.39 and a 200 day simple moving average of $23.44.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

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

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.