Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Sold by JMG Financial Group Ltd.

JMG Financial Group Ltd. lessened its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 1.1% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 218,580 shares of the company’s stock after selling 2,519 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up about 0.4% of JMG Financial Group Ltd.’s portfolio, making the stock its 24th biggest holding. JMG Financial Group Ltd.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $10,190,000 as of its most recent filing with the SEC.

Other large investors also recently added to or reduced their stakes in the company. Beaird Harris Wealth Management LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth about $25,000. National Bank of Canada FI raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 57.6% during the third quarter. National Bank of Canada FI now owns 750 shares of the company’s stock valued at $33,000 after acquiring an additional 274 shares during the last quarter. Financial Management Professionals Inc. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 275.1% in the fourth quarter. Financial Management Professionals Inc. now owns 784 shares of the company’s stock worth $37,000 after acquiring an additional 575 shares during the last quarter. Wagner Wealth Management LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 67.9% during the third quarter. Wagner Wealth Management LLC now owns 994 shares of the company’s stock worth $44,000 after purchasing an additional 402 shares in the last quarter. Finally, Sound Income Strategies LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at $59,000.

Schwab U.S. Aggregate Bond ETF Trading Up 0.2 %

SCHZ traded up $0.08 on Tuesday, hitting $44.91. 663,071 shares of the company’s stock were exchanged, compared to its average volume of 896,884. The firm has a 50-day moving average price of $45.57 and a 200-day moving average price of $45.41. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $43.05 and a fifty-two week high of $47.26.

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.