Schwab US Broad Market ETF (NYSEARCA:SCHB) Holdings Trimmed by Waterford Advisors LLC

Waterford Advisors LLC trimmed its position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHBFree Report) by 5.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 7,648 shares of the company’s stock after selling 413 shares during the period. Waterford Advisors LLC’s holdings in Schwab US Broad Market ETF were worth $426,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. HighTower Advisors LLC boosted its stake in shares of Schwab US Broad Market ETF by 74.8% during the 3rd quarter. HighTower Advisors LLC now owns 1,822,524 shares of the company’s stock valued at $90,783,000 after buying an additional 779,722 shares during the period. Morningstar Investment Services LLC boosted its stake in shares of Schwab US Broad Market ETF by 114.4% during the 4th quarter. Morningstar Investment Services LLC now owns 1,425,586 shares of the company’s stock valued at $79,705,000 after buying an additional 760,762 shares during the period. Compass Advisory Group LLC boosted its stake in shares of Schwab US Broad Market ETF by 384.5% during the 4th quarter. Compass Advisory Group LLC now owns 730,442 shares of the company’s stock valued at $40,664,000 after buying an additional 579,689 shares during the period. Focus Financial Network Inc. ADV acquired a new stake in shares of Schwab US Broad Market ETF during the 4th quarter valued at $22,828,000. Finally, Robinson Smith Wealth Advisors LLC acquired a new stake in shares of Schwab US Broad Market ETF during the 4th quarter valued at $16,490,000.

Schwab US Broad Market ETF Stock Down 0.2 %

Shares of NYSEARCA:SCHB traded down $0.13 during trading on Friday, reaching $61.77. 594,976 shares of the company traded hands, compared to its average volume of 837,704. The firm has a fifty day simple moving average of $60.22 and a 200 day simple moving average of $58.00. The firm has a market cap of $28.40 billion, a P/E ratio of 25.24 and a beta of 1.02. Schwab US Broad Market ETF has a 1-year low of $47.46 and a 1-year high of $62.07.

Schwab US Broad Market ETF Profile

(Free Report)

Schwab U.S. Broad Market ETF (the Fund) seeks to track the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index (the Index). The Index is a float-adjusted market capitalization weighted index that reflects the shares of securities actually available to investors in the marketplace. The Fund’s index includes the 2,500 publicly traded United States companies for, which pricing information is available.

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Institutional Ownership by Quarter for Schwab US Broad Market ETF (NYSEARCA:SCHB)

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