Sage Financial Management Group Inc. Has $1.41 Million Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Sage Financial Management Group Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 63.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 62,100 shares of the company’s stock after acquiring an additional 24,054 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up 0.5% of Sage Financial Management Group Inc.’s investment portfolio, making the stock its 24th largest holding. Sage Financial Management Group Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,410,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in SCHZ. Squarepoint Ops LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 28.6% during the 2nd quarter. Squarepoint Ops LLC now owns 15,271 shares of the company’s stock valued at $696,000 after buying an additional 3,396 shares during the period. B. Riley Wealth Advisors Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 24.8% during the second quarter. B. Riley Wealth Advisors Inc. now owns 15,035 shares of the company’s stock worth $685,000 after acquiring an additional 2,989 shares in the last quarter. Advisory Alpha LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 6.3% during the second quarter. Advisory Alpha LLC now owns 9,577 shares of the company’s stock valued at $437,000 after purchasing an additional 566 shares during the last quarter. Sanctuary Advisors LLC purchased a new position in Schwab U.S. Aggregate Bond ETF in the second quarter valued at about $20,570,000. Finally, Cannon Financial Strategists Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF in the 2nd quarter worth about $231,000.

Schwab U.S. Aggregate Bond ETF Stock Down 0.1 %

SCHZ opened at $22.84 on Thursday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week high of $24.15. The business has a 50-day moving average of $22.86 and a 200-day moving average of $23.20.

Schwab U.S. Aggregate Bond ETF Profile

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.