Sage Financial Management Group Inc. Sells 4,603 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Sage Financial Management Group Inc. reduced its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 7.4% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 57,283 shares of the company’s stock after selling 4,603 shares during the period. Schwab U.S. Aggregate Bond ETF comprises approximately 0.5% of Sage Financial Management Group Inc.’s portfolio, making the stock its 26th biggest holding. Sage Financial Management Group Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,331,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of SCHZ. JPMorgan Chase & Co. grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 4.7% in the first quarter. JPMorgan Chase & Co. now owns 12,267,223 shares of the company’s stock worth $284,109,000 after purchasing an additional 546,711 shares during the last quarter. Avantax Planning Partners Inc. grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 4.2% in the first quarter. Avantax Planning Partners Inc. now owns 6,787,890 shares of the company’s stock worth $157,208,000 after purchasing an additional 276,661 shares during the last quarter. Charles Schwab Trust Co grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.2% in the second quarter. Charles Schwab Trust Co now owns 5,587,068 shares of the company’s stock worth $129,843,000 after purchasing an additional 175,554 shares during the last quarter. Total Wealth Planning LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.6% in the second quarter. Total Wealth Planning LLC now owns 3,807,960 shares of the company’s stock worth $88,497,000 after purchasing an additional 60,167 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 7.4% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 3,691,159 shares of the company’s stock worth $85,487,000 after purchasing an additional 254,568 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.45 on Friday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.43 and a 52-week high of $23.65. The company’s 50 day moving average price is $23.32 and its 200-day moving average price is $23.09.

About Schwab U.S. Aggregate Bond ETF

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.