Theory Financial LLC Has $21.97 Million Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Posted by Joseph Casey on Jul 16th, 2026

Theory Financial LLC lowered its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 16.9% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 946,329 shares of the company’s stock after selling 192,859 shares during the period. Schwab U.S. Aggregate Bond ETF makes up 7.7% of Theory Financial LLC’s portfolio, making the stock its largest holding. Theory Financial LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $21,974,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of SCHZ. Godfrey Financial Associates Inc. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth approximately $25,000. Newport Capital Group LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth approximately $25,000. LGT Financial Advisors LLC increased its stake in shares of 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 worth $28,000 after purchasing an additional 1,051 shares during the period. Gilpin Wealth Management LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth approximately $28,000. Finally, Sachetta LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 447.6% during the 1st quarter. Sachetta LLC now owns 1,818 shares of the company’s stock worth $42,000 after purchasing an additional 1,486 shares during the last quarter.

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

Shares of NYSEARCA SCHZ opened at $22.96 on Thursday. The stock’s fifty day moving average price is $23.05 and its two-hundred day moving average price is $23.25. Schwab U.S. Aggregate Bond ETF has a one year low of $22.77 and a one year high of $23.73.

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.