116,565 Shares in Schwab U.S. Aggregate Bond ETF $SCHZ Bought by WealthPoint Financial LLC

Posted by Casey Walker on Jun 19th, 2026

WealthPoint Financial LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 116,565 shares of the company’s stock, valued at approximately $2,724,000. Schwab U.S. Aggregate Bond ETF comprises about 2.4% of WealthPoint Financial LLC’s holdings, making the stock its 8th largest position.

Several other institutional investors also recently bought and sold shares of SCHZ. Chatterton & Associates Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at $3,996,000. MAI Capital Management raised its stake in Schwab U.S. Aggregate Bond ETF by 373.7% in the 3rd quarter. MAI Capital Management now owns 284,088 shares of the company’s stock valued at $6,668,000 after purchasing an additional 224,115 shares during the last quarter. Breakthru Advisory Services LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 8.4% in the 4th quarter. Breakthru Advisory Services LLC now owns 385,142 shares of the company’s stock valued at $9,001,000 after purchasing an additional 29,815 shares during the last quarter. Ascent Group LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 87.2% in the 4th quarter. Ascent Group LLC now owns 628,347 shares of the company’s stock valued at $14,684,000 after purchasing an additional 292,644 shares in the last quarter. Finally, Dorato Capital Management purchased a new position in Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at about $1,968,000.

Schwab U.S. Aggregate Bond ETF Stock Up 0.3%

Schwab U.S. Aggregate Bond ETF stock opened at $23.12 on Friday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.77 and a 12-month high of $23.73. The firm’s 50-day moving average is $23.13 and its two-hundred day moving average is $23.30.

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.