Schwab US Broad Market ETF (NYSEARCA:SCHB) Shares Acquired by Premier Path Wealth Partners LLC

Premier Path Wealth Partners LLC increased its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 200.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 39,646 shares of the company’s stock after buying an additional 26,431 shares during the quarter. Premier Path Wealth Partners LLC’s holdings in Schwab US Broad Market ETF were worth $900,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in SCHB. Burkett Financial Services LLC lifted its stake in shares of Schwab US Broad Market ETF by 1.4% in the 3rd quarter. Burkett Financial Services LLC now owns 13,482 shares of the company’s stock worth $897,000 after acquiring an additional 183 shares during the period. Carnegie Investment Counsel raised its holdings in Schwab US Broad Market ETF by 1.5% during the third quarter. Carnegie Investment Counsel now owns 13,392 shares of the company’s stock worth $891,000 after purchasing an additional 195 shares in the last quarter. Evanson Asset Management LLC lifted its position in Schwab US Broad Market ETF by 1.8% in the third quarter. Evanson Asset Management LLC now owns 11,285 shares of the company’s stock valued at $751,000 after purchasing an additional 198 shares during the period. Long Island Wealth Management Inc. boosted its holdings in Schwab US Broad Market ETF by 0.4% in the 2nd quarter. Long Island Wealth Management Inc. now owns 61,575 shares of the company’s stock valued at $3,871,000 after purchasing an additional 262 shares in the last quarter. Finally, Valeo Financial Advisors LLC increased its position in Schwab US Broad Market ETF by 5.6% during the 3rd quarter. Valeo Financial Advisors LLC now owns 5,489 shares of the company’s stock worth $365,000 after purchasing an additional 292 shares during the period.

Schwab US Broad Market ETF Trading Up 1.0 %

Shares of SCHB stock opened at $23.21 on Friday. Schwab US Broad Market ETF has a 12-month low of $18.34 and a 12-month high of $23.73. The company has a market cap of $10.67 billion, a price-to-earnings ratio of 25.24 and a beta of 1.02. The stock has a 50 day simple moving average of $23.12 and a 200-day simple moving average of $22.18.

About Schwab US Broad Market ETF

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.