Schwab US Aggregate Bond ETFSCHZ
SCHZ
0
Funds holding %
of 7,390 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
2,365% more repeat investments, than reductions
Existing positions increased: 493 | Existing positions reduced: 20
114% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 43
19% more capital invested
Capital invested by funds: $3.88B [Q3] → $4.62B (+$740M) [Q4]
10% more funds holding in top 10
Funds holding in top 10: 49 [Q3] → 54 (+5) [Q4]
6% more funds holding
Funds holding: 580 [Q3] → 612 (+32) [Q4]
3.82% less ownership
Funds ownership: 47.94% [Q3] → 44.12% (-3.82%) [Q4]
85% less call options, than puts
Call options by funds: $5K | Put options by funds: $34K
Research analyst outlook
We haven’t received any recent analyst ratings for SCHZ.
Financial journalist opinion
Neutral
Business Wire
6 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.
Positive
Seeking Alpha
10 months 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
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