Sage Financial Management Group, Inc. Schwab Us Aggregate Bond ETF Transaction History
Sage Financial Management Group, Inc.
- $313 Million
- Q3 2025
A detailed history of Sage Financial Management Group, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 59,496 shares of SCHZ stock, worth $1.39 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
59,496
Previous 57,283
3.86%
Holding current value
$1.39 Million
Previous $1.33 Million
4.88%
% of portfolio
0.45%
Previous 0.46%
Shares
18 transactions
Others Institutions Holding SCHZ
# of Institutions
717Shares Held
176MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO6.22MShares$145 Million9.9% of portfolio