SCHZ

Schwab$23.23+0.01 (+0.04%)
AUM $10.61BER 0.03%NAV $23.20Holdings 12,325

Price Chart

Key Statistics

Previous Close

$23.23

Day Range

$23.17$23.28

52-Week Range

$22.84$23.71

Avg Volume

1.7M

Dividend Yield

4.03%

Expense Ratio

0.03%

AUM

$10.61B

Shares Outstanding

446.2M

ETF Grades

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Sector Breakdown

SectorWeight %
Cash & Others75.89%
Financial Services7.70%
Technology3.01%
Healthcare2.33%
Communication Services2.17%
Utilities2.14%
Industrials1.74%
Consumer Cyclical1.39%
Energy1.27%
Consumer Defensive1.10%
Real Estate0.85%
Basic Materials0.41%

Country Allocation

CountryWeight %
Other75.89%
United States21.67%
India0.88%
United Kingdom0.51%
Canada0.36%
Japan0.13%
Switzerland0.10%
Ireland0.08%
Netherlands0.08%
China0.08%
Germany0.07%
Australia0.06%
Norway0.04%
Singapore0.01%
Mexico0.01%
Bermuda0.01%

Fund Information

Issuer
Schwab
Inception Date
Jul 14, 2011
Exchange
NYSE_ARCA
Description
The fund’s goal is to track as closely as possible, before fees and expenses, the total return of an index that measures the performance of the broad U.S. investment-grade bond market.

Similar ETFs

SymbolNameAUM
BNDVanguard Total Bond Market ETF$394.40B
AGGiShares Core U.S. Aggregate Bond ETF$139.08B
BNDXVanguard Total International Bond ETF$122.00B
SGOViShares 0-3 Month Treasury Bond ETF$95.95B
VTIPVanguard Short-Term Inflation-Protected Securities ETF$70.50B

The Schwab U.S. Aggregate Bond ETF (SCHZ) is an exchange-traded fund issued by Schwab that launched on Jul 14, 2011. It currently manages $10.61B in assets under management. The fund charges an expense ratio of 0.03%. The fund holds 12325 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 4.6% of the fund

RankSymbolNameWeight %SharesMarket Value
1GVMXXSSC GOVERNMENT MM GVMXX1.23%130,092,745$130.3M
2TREASURY NOTE 4.13% 02/15/2036 (BBG01ZZ4GDR9)0.40%43,300,000$42.4M
3TREASURY NOTE 4.63% 02/15/2035 (BBG01S53LJM6)0.39%40,350,000$41.2M
4TREASURY NOTE 4.25% 08/15/2035 (BBG01WCQ4BQ0)0.39%41,500,000$41.1M
5TREASURY NOTE 4.25% 11/15/2034 (BBG01QKHSMP5)0.38%40,100,000$39.9M
6TREASURY NOTE 4.25% 05/15/2035 (BBG01TQR9HY3)0.37%40,100,000$39.8M
7TREASURY NOTE 4.38% 05/15/2034 (BBG01MPC8VJ9)0.37%39,500,000$39.7M
8TREASURY NOTE 3.88% 08/15/2034 (BBG01P1YBJQ5)0.37%40,050,000$38.8M
9TREASURY NOTE 4.00% 11/15/2035 (BBG01Y9RFK31)0.37%39,950,000$38.8M
10TREASURY NOTE 4.00% 02/15/2034 (BBG01L8YJFB3)0.36%39,500,000$38.7M
11TREASURY NOTE 4.50% 11/15/2033 (BBG01JZY4GQ6)0.36%37,740,000$38.2M
12TREASURY NOTE 3.50% 01/31/2028 (BBG01CGJ5RZ0)0.35%37,300,000$37.0M
13TREASURY NOTE 3.88% 08/15/2033 (BBG01HQWRSG4)0.33%36,300,000$35.4M
14TREASURY NOTE 1.63% 05/15/2031 (BBG010SWJ5N0)0.32%38,300,000$34.0M
15TREASURY NOTE 4.00% 02/28/2030 (BBG01FC87YK0)0.32%33,800,000$33.7M
Page 1 of 247

Detailed Returns

PeriodReturnETF
1D
+0.04%
1W
+0.74%
1M
+0.65%
3M
+0.30%
6M
-0.60%
YTD
-0.60%
1Y
-0.04%
3Y
+1.22%
5Y
-15.17%

Moving Averages

20-Day MA

$23.09

Above 20-Day MA
50-Day MA

$23.12

Above 50-Day MA
200-Day MA

$23.35

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$23.71

Current Price

$23.23

52-Week Low

$22.84

$22.84$23.71

Current Yield

4.03%

Annual Dividend

$0.3153

Frequency

12x/year

Last Ex-Date

Jun 1, 2026

Dividend History

Ex-DateAmountPay Date
Jun 1, 2026$0.0809Jun 5, 2026
May 1, 2026$0.0787May 7, 2026
Apr 1, 2026$0.0785Apr 8, 2026
Mar 2, 2026$0.0772Mar 6, 2026
Feb 2, 2026$0.0850Feb 6, 2026
Dec 19, 2025$0.0770Dec 26, 2025
Dec 1, 2025$0.0735Dec 5, 2025
Nov 3, 2025$0.0843Nov 7, 2025
Oct 1, 2025$0.0776Oct 7, 2025
Sep 2, 2025$0.0758Sep 8, 2025
Aug 1, 2025$0.0843Aug 7, 2025
Jul 1, 2025$0.0763Jul 8, 2025
Jun 2, 2025$0.0824Jun 6, 2025
May 1, 2025$0.0786May 7, 2025
Apr 1, 2025$0.0741Apr 7, 2025
Mar 3, 2025$0.0758Mar 7, 2025
Feb 3, 2025$0.0868Feb 7, 2025
Dec 20, 2024$0.0810Dec 27, 2024
Dec 2, 2024$0.0726Dec 6, 2024
Nov 1, 2024$0.0807Nov 7, 2024

Dividend Payments Over Time

Category Comparison

MetricSCHZCash & Others(1016 ETFs)Cash & Others(37 ETFs)
Fund Info
Expense Ratio0.03%0.59%0.53%
AUM$10.61B$2.74B$5.15B
Dividend Yield4.03%9.45%3.77%
Avg Volume1.7M2.1M470.1K
Holdings12,325337641
Performance
1-Month Return-0.61%
6-Month Return-0.72%
YTD Return-0.60%+1.60%+0.58%
1-Year Return+1.48%

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