Moisand Fitzgerald Tamayo LLC increased its position in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 191.0% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 9,251 shares of the company’s stock after purchasing an additional 6,072 shares during the quarter. Moisand Fitzgerald Tamayo LLC’s holdings in Schwab US Broad Market ETF were worth $210,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Valeo Financial Advisors LLC lifted its stake in shares of Schwab US Broad Market ETF by 200.0% in the 4th quarter. Valeo Financial Advisors LLC now owns 16,468 shares of the company’s stock valued at $374,000 after purchasing an additional 10,979 shares during the period. Versant Capital Management Inc lifted its stake in shares of Schwab US Broad Market ETF by 201.0% in the 4th quarter. Versant Capital Management Inc now owns 14,004 shares of the company’s stock valued at $318,000 after purchasing an additional 9,352 shares during the period. Pinnacle Wealth Management Advisory Group LLC lifted its stake in shares of Schwab US Broad Market ETF by 194.3% in the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 25,146 shares of the company’s stock valued at $571,000 after purchasing an additional 16,602 shares during the period. Fulcrum Equity Management lifted its stake in shares of Schwab US Broad Market ETF by 6.3% in the 3rd quarter. Fulcrum Equity Management now owns 11,192 shares of the company’s stock valued at $744,000 after purchasing an additional 668 shares during the period. Finally, Wilmington Savings Fund Society FSB purchased a new position in shares of Schwab US Broad Market ETF in the 3rd quarter valued at approximately $703,000.
Schwab US Broad Market ETF Trading Down 1.9 %
Shares of NYSEARCA:SCHB opened at $23.18 on Monday. The stock has a fifty day simple moving average of $23.20 and a two-hundred day simple moving average of $22.60. The stock has a market capitalization of $33.15 billion, a price-to-earnings ratio of 25.96 and a beta of 1.04. Schwab US Broad Market ETF has a 12-month low of $19.14 and a 12-month high of $23.77.
Schwab US Broad Market ETF Company 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.
Further Reading
- Five stocks we like better than Schwab US Broad Market ETF
- What Are Some of the Best Large-Cap Stocks to Buy?
- Why Genuine Parts Company Is a Royally Good Buy Right Now
- Russell 2000 Index, How Investors Use it For Profitable Trading
- Industrials Are Quietly Outpacing the Market: 3 Stocks to Watch
- Airline Stocks – Top Airline Stocks to Buy Now
- These 5 Energy Stocks Hedge Inflation With Growth Potential
Want to see what other hedge funds are holding SCHB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report).
Receive News & Ratings for Schwab US Broad Market ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab US Broad Market ETF and related companies with MarketBeat.com's FREE daily email newsletter.