SCHZ

Schwab U.S. Aggregate Bond ETFSchwab
$23.22-0.08 (-0.34%)Close
AUM$9.99B
Expense Ratio0.03%
NAV$23.41
Holdings12,063
InceptionJul 14, 2011

Price Chart

Key Statistics

Previous Close

$23.30

Day Range

$23.19$23.28

52-Week Range

$22.72$23.71

Avg Volume

1.8M

Dividend Yield

4.03%

Expense Ratio

0.03%

AUM

$9.99B

Shares Outstanding

430.9M

Sector Breakdown

SectorWeight %
Cash & Others75.85%
Financial Services7.74%
Technology2.95%
Healthcare2.35%
Communication Services2.33%
Utilities2.08%
Industrials1.76%
Consumer Cyclical1.31%
Energy1.29%
Consumer Defensive1.10%
Real Estate0.85%
Basic Materials0.40%

Country Allocation

CountryWeight %
United States67.25%
Other27.08%
Canada1.06%
United Kingdom0.82%
Japan0.52%
Luxembourg0.39%
Mexico0.34%
Philippines0.33%
Germany0.24%
Netherlands0.15%
Australia0.14%
Ireland0.14%
South Korea0.14%
Spain0.14%
China0.11%
Indonesia0.11%
France0.10%
Israel0.10%
Singapore0.09%
Panama0.09%
Peru0.08%
Chile0.08%
Poland0.07%
Uruguay0.06%
Austria0.06%
Ivory Coast0.05%
Norway0.04%
Finland0.03%
Venezuela0.03%
Sweden0.03%
Cayman Islands0.02%
Bermuda0.02%
Italy0.02%
Switzerland0.02%
Hong Kong0.02%
Brazil0.01%
Hungary0.01%
Belgium0.00%

Fund Information

Issuer
Schwab
Subcategory
Cash & Others
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

SymbolNameAUMExpense RatioHoldings
BNDVanguard Total Bond Market ETF$389.20B0.03%346
VWOVanguard FTSE Emerging Markets ETF$151.80B0.06%5,942
AGGiShares Core U.S. Aggregate Bond ETF$139.38B0.03%13,204
SGOViShares 0-3 Month Treasury Bond ETF$77.64B0.09%24
BSVVanguard Short-Term Bond ETF$69.20B0.03%30

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 $9.99B in assets under management. The fund charges an expense ratio of 0.03%. The fund holds 12063 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 65.2% of the fund

RankSymbolNameWeight %SharesMarket Value
1TREASURY NOTE35.06%3,563,634,000$3.51B
2TREASURY BOND8.66%1,084,540,000$867.8M
3GNMA2 30YR5.50%585,905,844$550.6M
4FNMA 30YR UMBS5.49%601,325,598$549.8M
5FHLMC 30YR UMBS SUPER4.46%500,606,625$447.3M
6FHLMC 30YR UMBS1.33%140,872,502$133.6M
7FNMA 30YR UMBS SUPER1.24%135,627,579$124.6M
8GVMXXSSC GOVERNMENT MM GVMXX1.20%120,544,309$120.5M
9FNMA 30YR1.20%126,468,831$120.4M
10UMBS 30YR TBA(REG A)1.07%114,000,000$107.3M
11FNMA 15YR UMBS0.63%67,683,678$63.3M
12FHLMC 15YR UMBS SUPER0.54%57,587,266$53.8M
13JPMJPMORGAN CHASE & CO0.51%52,968,000$51.3M
14BACBANK OF AMERICA CORP0.47%49,265,000$46.6M
15FGOLD 30YR GIANT0.39%40,846,659$38.7M
Page 1 of 242

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
-0.34%
1W
-0.89%
1M
-0.81%
3M
-0.21%
6M
-1.19%
YTD
-0.30%
1Y
+1.26%
3Y
+0.15%
5Y
-13.64%

Moving Averages

20-Day MA

$23.54

Below 20-Day MA
50-Day MA

$23.46

Below 50-Day MA
200-Day MA

$23.32

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$23.71

Current Price

$23.22

52-Week Low

$22.72

$22.72$23.71

Current Yield

4.03%

Annual Dividend

$0.3127

Frequency

12x/year

Last Ex-Date

Mar 2, 2026

Dividend History

Ex-DateAmountPay Date
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
Oct 1, 2024$0.1399Oct 7, 2024
Sep 3, 2024$0.1607Sep 9, 2024
Aug 1, 2024$0.1503Aug 7, 2024

Dividend Payments Over Time

Category Comparison

MetricSCHZCash & Others(1031 ETFs)Cash & Others(140 ETFs)
Fund Info
Expense Ratio0.03%0.61%0.61%
AUM$9.99B$2.64B$1.82B
Dividend Yield4.03%9.23%14.65%
Avg Volume1.8M1.9M587.7K
Holdings12,063386357
Performance
1-Month Return-0.51%-0.30%+0.26%
6-Month Return-0.72%-1.06%-3.01%
YTD Return-0.30%+0.13%-0.12%
1-Year Return+0.65%+2.38%-0.74%

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