Heritage Oak Wealth Advisors LLC Acquires Shares of 22,720 Schwab US Broad Market ETF (NYSEARCA:SCHB)

Heritage Oak Wealth Advisors LLC purchased a new stake in Schwab US Broad Market ETF (NYSEARCA:SCHB) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 22,720 shares of the company’s stock, valued at approximately $516,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in SCHB. Proficio Capital Partners LLC acquired a new position in Schwab US Broad Market ETF during the 4th quarter valued at about $1,605,000. Oppenheimer & Co. Inc. raised its stake in shares of Schwab US Broad Market ETF by 200.0% during the fourth quarter. Oppenheimer & Co. Inc. now owns 13,107 shares of the company’s stock worth $298,000 after buying an additional 8,738 shares during the last quarter. WT Wealth Management lifted its holdings in Schwab US Broad Market ETF by 2.7% in the fourth quarter. WT Wealth Management now owns 1,268,681 shares of the company’s stock valued at $28,799,000 after buying an additional 33,036 shares during the period. Schnieders Capital Management LLC lifted its holdings in Schwab US Broad Market ETF by 199.9% in the fourth quarter. Schnieders Capital Management LLC now owns 9,151 shares of the company’s stock valued at $208,000 after buying an additional 6,100 shares during the period. Finally, Apriem Advisors boosted its stake in Schwab US Broad Market ETF by 199.9% in the fourth quarter. Apriem Advisors now owns 416,833 shares of the company’s stock valued at $9,462,000 after acquiring an additional 277,842 shares during the last quarter.

Schwab US Broad Market ETF Stock Performance

Shares of Schwab US Broad Market ETF stock opened at $22.96 on Thursday. Schwab US Broad Market ETF has a 52 week low of $19.14 and a 52 week high of $23.77. The stock has a market capitalization of $32.83 billion, a price-to-earnings ratio of 25.96 and a beta of 1.04. The firm has a fifty day moving average of $23.19 and a two-hundred day moving average of $22.64.

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.