Walkner Condon Financial Advisors LLC Acquires 13,796 Shares of Schwab US Broad Market ETF (NYSEARCA:SCHB)

Walkner Condon Financial Advisors LLC boosted its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHBFree Report) by 200.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 20,694 shares of the company’s stock after purchasing an additional 13,796 shares during the period. Walkner Condon Financial Advisors LLC’s holdings in Schwab US Broad Market ETF were worth $470,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Values Added Financial LLC lifted its stake in Schwab US Broad Market ETF by 196.2% during the fourth quarter. Values Added Financial LLC now owns 105,749 shares of the company’s stock worth $2,401,000 after purchasing an additional 70,049 shares during the last quarter. Bogart Wealth LLC lifted its stake in shares of Schwab US Broad Market ETF by 199.7% in the 4th quarter. Bogart Wealth LLC now owns 66,831 shares of the company’s stock valued at $1,517,000 after acquiring an additional 44,532 shares during the last quarter. DHJJ Financial Advisors Ltd. lifted its stake in shares of Schwab US Broad Market ETF by 198.2% in the 4th quarter. DHJJ Financial Advisors Ltd. now owns 132,488 shares of the company’s stock valued at $3,007,000 after acquiring an additional 88,056 shares during the last quarter. Attessa Capital LLC bought a new position in shares of Schwab US Broad Market ETF in the 4th quarter valued at $1,762,000. Finally, Manchester Financial Inc. lifted its stake in shares of Schwab US Broad Market ETF by 201.4% in the 4th quarter. Manchester Financial Inc. now owns 3,491,496 shares of the company’s stock valued at $79,257,000 after acquiring an additional 2,332,893 shares during the last quarter.

Schwab US Broad Market ETF Stock Performance

Shares of SCHB opened at $23.65 on Friday. Schwab US Broad Market ETF has a 52 week low of $19.14 and a 52 week high of $23.73. The stock has a market capitalization of $10.87 billion, a price-to-earnings ratio of 25.24 and a beta of 1.02. The stock has a fifty day moving average of $23.19 and a 200-day moving average of $22.45.

About Schwab US Broad Market ETF

(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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