Schwab U.S. Aggregate Bond ETF $SCHZ Stock Position Cut by Newman Dignan & Sheerar Inc.

Posted by Lauren Steadman on Oct 21st, 2026

Newman Dignan & Sheerar Inc. decreased its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 47.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 189,651 shares of the company’s stock after selling 170,307 shares during the quarter. Newman Dignan & Sheerar Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $4,191,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of SCHZ. Smithbridge Asset Management Inc. DE bought a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth $12,187,000. Bangor Savings Bank acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at $1,847,000. Graves Light Lenhart Wealth Inc. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at $1,090,000. Firethorn Wealth Partners LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at $1,722,000. Finally, January Capital Advisors LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 734.2% in the second quarter. January Capital Advisors LLC now owns 341,513 shares of the company’s stock valued at $7,899,000 after purchasing an additional 300,572 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ opened at $22.27 on Wednesday. The company’s 50-day moving average is $22.46 and its 200-day moving average is $22.84. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $21.92 and a fifty-two week 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.