SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity
23.55 USD
-0.03
0.13%
At close Updated Sep 17, 4:00 PM EDT
Pre-market
After hours
23.54
-0.01
0.04%
1 day
-0.13%
5 days
0.08%
1 month
1.77%
3 months
2.57%
6 months
2.12%
Year to date
3.7%
1 year
-1.46%
5 years
-16.34%
10 years
-9.18%
0
Funds holding %
of 7,463 funds
–
Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

23% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 43

0% less funds holding

Funds holding: 633 [Q1] → 632 (-1) [Q2]

3% less capital invested

Capital invested by funds: $3.88B [Q1] → $3.75B (-$136M) [Q2]

1.68% less ownership

Funds ownership: 45.31% [Q1] → 43.64% (-1.68%) [Q2]

17% less funds holding in top 10

Funds holding in top 10: 60 [Q1] → 50 (-10) [Q2]

21% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 284

See Fund Rankings

Financial journalist opinion

Negative
Seeking Alpha
1 month ago
SCHZ: Tariffs More Moderate Than Expected
There is dissent in the FOMC, with traditionally cautious members around inflation indicating that it's time to cut. With mixed but ultimately positive underlying macro data, we are inclined to agree as copper tariff threats are gutted and trade deals mean tariffs discounted from Liberation Day levels. We think CPI figures get better from here on out as well as we continue to benefit from lower energy prices, not riled up by Middle East tensions.
SCHZ: Tariffs More Moderate Than Expected
Neutral
Business Wire
11 months ago
Schwab Asset Management Announces ETF Share Splits
WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, today announced forward share splits on 20 Schwab ETFs. Forward ETF share splits increase the number of shares outstanding and decrease the Net Asset Value (NAV) per share. The share splits will not change the total value of a shareholder's investment. The ETF share splits will apply to shareholders of record as of the close of US markets on October 9, 2024, payable after the.
Schwab Asset Management Announces ETF Share Splits
Positive
Seeking Alpha
1 year ago
SCHZ: A One-Stop Shop Bond Solution
Bonds are becoming more attractive as the Fed is done hiking rates, making the Schwab U.S. Aggregate Bond ETF™ worth considering. The SCHZ ETF has a low-cost structure with an expense ratio of just 0.03%, making it a cost-effective option for investors. The ETF offers broad diversification, passive management, and transparency, but carries risks such as interest rate, credit, inflation, and concentration risk.
Positive
Seeking Alpha
1 year ago
A Strong December Jobs Gain Rekindles Inflation Jitters, SCHZ A Hold
U.S. economy adds 216k jobs in December, beating expectations. The unemployment rate remains unchanged at 3.7%.
Positive
Zacks Investment Research
1 year ago
A Guide to the 25 Cheapest ETFs
We have highlighted the 25 cheapest ETFs currently on the market, which have an AUM of more than $50 million.
See News Rankings
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