OLIO Financial Planning Grows Stock Holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB)

OLIO Financial Planning increased its stake in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 160.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 25,676 shares of the company’s stock after purchasing an additional 15,803 shares during the quarter. OLIO Financial Planning’s holdings in Schwab US Broad Market ETF were worth $583,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Hengehold Capital Management LLC grew its holdings in shares of Schwab US Broad Market ETF by 192.6% in the fourth quarter. Hengehold Capital Management LLC now owns 8,942,406 shares of the company’s stock worth $202,993,000 after acquiring an additional 5,886,366 shares during the period. HB Wealth Management LLC boosted its position in Schwab US Broad Market ETF by 192.5% in the fourth quarter. HB Wealth Management LLC now owns 6,505,668 shares of the company’s stock worth $147,681,000 after purchasing an additional 4,281,591 shares during the last quarter. Ballentine Partners LLC grew its stake in shares of Schwab US Broad Market ETF by 192.7% during the 4th quarter. Ballentine Partners LLC now owns 3,122,833 shares of the company’s stock valued at $70,888,000 after purchasing an additional 2,055,961 shares during the period. Cliftonlarsonallen Wealth Advisors LLC increased its position in shares of Schwab US Broad Market ETF by 195.7% during the 4th quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 2,752,318 shares of the company’s stock valued at $62,478,000 after purchasing an additional 1,821,631 shares during the last quarter. Finally, Myecfo LLC lifted its stake in shares of Schwab US Broad Market ETF by 206.4% in the 4th quarter. Myecfo LLC now owns 2,270,249 shares of the company’s stock worth $51,539,000 after purchasing an additional 1,529,275 shares during the period.

Schwab US Broad Market ETF Trading Down 0.3 %

SCHB opened at $23.60 on Monday. The company’s 50 day moving average is $23.16 and its 200 day moving average is $22.27. The company has a market cap of $10.85 billion, a price-to-earnings ratio of 25.24 and a beta of 1.02. Schwab US Broad Market ETF has a 12-month low of $18.75 and a 12-month high of $23.73.

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.