Embree Financial Group Has $8.15 Million Holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Embree Financial Group grew its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 176.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 359,094 shares of the company’s stock after buying an additional 228,967 shares during the period. Schwab US Broad Market ETF makes up 1.4% of Embree Financial Group’s investment portfolio, making the stock its 17th largest holding. Embree Financial Group’s holdings in Schwab US Broad Market ETF were worth $8,151,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Rockwood Wealth Management LLC bought a new position in shares of Schwab US Broad Market ETF during the 4th quarter worth about $214,000. Crescent Grove Advisors LLC raised its stake in Schwab US Broad Market ETF by 200.0% during the 4th quarter. Crescent Grove Advisors LLC now owns 12,000 shares of the company’s stock worth $272,000 after buying an additional 8,000 shares during the period. RTD Financial Advisors Inc. grew its stake in Schwab US Broad Market ETF by 200.0% in the fourth quarter. RTD Financial Advisors Inc. now owns 144,143 shares of the company’s stock valued at $3,272,000 after acquiring an additional 96,098 shares during the period. Jamison Private Wealth Management Inc. increased its holdings in shares of Schwab US Broad Market ETF by 200.7% during the fourth quarter. Jamison Private Wealth Management Inc. now owns 18,008 shares of the company’s stock valued at $409,000 after acquiring an additional 12,020 shares in the last quarter. Finally, Precedent Wealth Partners LLC raised its position in shares of Schwab US Broad Market ETF by 200.0% during the fourth quarter. Precedent Wealth Partners LLC now owns 15,171 shares of the company’s stock worth $344,000 after purchasing an additional 10,114 shares during the period.

Schwab US Broad Market ETF Price Performance

SCHB opened at $23.60 on Friday. Schwab US Broad Market ETF has a fifty-two week low of $18.75 and a fifty-two week high of $23.73. The firm has a market capitalization of $10.85 billion, a PE ratio of 25.24 and a beta of 1.02. The company’s 50-day moving average is $23.16 and its 200 day moving average is $22.26.

Schwab US Broad Market ETF Profile

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.