JMG Financial Group Ltd. Cuts Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

JMG Financial Group Ltd. trimmed its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 1.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 218,580 shares of the company’s stock after selling 2,519 shares during the period. Schwab U.S. Aggregate Bond ETF comprises 0.4% of JMG Financial Group Ltd.’s investment portfolio, making the stock its 24th largest position. JMG Financial Group Ltd. owned 0.14% of Schwab U.S. Aggregate Bond ETF worth $10,190,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of SCHZ. Cerity Partners LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 4,670.8% during the fourth quarter. Cerity Partners LLC now owns 4,298,526 shares of the company’s stock valued at $200,397,000 after buying an additional 4,208,425 shares during the period. JPMorgan Chase & Co. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 4,218.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 2,419,519 shares of the company’s stock valued at $107,015,000 after acquiring an additional 2,363,488 shares during the period. Charles Schwab Investment Management Inc. grew its position in Schwab U.S. Aggregate Bond ETF by 3.1% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 24,613,846 shares of the company’s stock worth $1,088,670,000 after acquiring an additional 742,887 shares during the last quarter. Alliance Wealth Management Group bought a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth approximately $23,755,000. Finally, HighTower Advisors LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 31.7% in the 3rd quarter. HighTower Advisors LLC now owns 1,361,954 shares of the company’s stock worth $60,221,000 after purchasing an additional 327,860 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:SCHZ traded up $0.08 during trading on Tuesday, reaching $44.91. 663,071 shares of the company traded hands, compared to its average volume of 896,884. Schwab U.S. Aggregate Bond ETF has a 52-week low of $43.05 and a 52-week high of $47.26. The business’s fifty day moving average is $45.57 and its 200-day moving average is $45.41.

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.