Sage Financial Management Group Inc. Cuts Stock Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Sage Financial Management Group Inc. decreased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 7.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 57,283 shares of the company’s stock after selling 4,603 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for approximately 0.5% of Sage Financial Management Group Inc.’s portfolio, making the stock its 26th largest position. Sage Financial Management Group Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,331,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Roundview Capital LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.3% during the first quarter. Roundview Capital LLC now owns 34,306 shares of the company’s stock worth $795,000 after purchasing an additional 443 shares in the last quarter. Seek First Inc. boosted its stake in Schwab U.S. Aggregate Bond ETF by 2.0% in the second quarter. Seek First Inc. now owns 23,241 shares of the company’s stock worth $540,000 after buying an additional 458 shares in the last quarter. Modera Wealth Management LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 0.8% in the first quarter. Modera Wealth Management LLC now owns 56,007 shares of the company’s stock worth $1,297,000 after buying an additional 469 shares in the last quarter. RBA Wealth Management LLC grew its position in Schwab U.S. Aggregate Bond ETF by 2.9% during the second quarter. RBA Wealth Management LLC now owns 17,643 shares of the company’s stock valued at $410,000 after acquiring an additional 491 shares during the last quarter. Finally, Kiley Juergens Wealth Management LLC grew its position in Schwab U.S. Aggregate Bond ETF by 1.0% during the second quarter. Kiley Juergens Wealth Management LLC now owns 55,053 shares of the company’s stock valued at $1,279,000 after acquiring an additional 557 shares during the last quarter.

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

Shares of NYSEARCA SCHZ opened at $23.45 on Friday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.43 and a one year high of $23.65. The firm’s 50 day simple moving average is $23.32 and its two-hundred day simple moving average is $23.09.

Schwab U.S. Aggregate Bond ETF Company 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.