Barrett & Company Inc. Purchases 39,725 Shares of Schwab US Broad Market ETF $SCHB

Barrett & Company Inc. acquired a new stake in Schwab US Broad Market ETF (NYSEARCA:SCHB) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 39,725 shares of the company’s stock, valued at approximately $1,164,000.

A number of other institutional investors also recently made changes to their positions in the company. NWK Group Inc. grew its holdings in Schwab US Broad Market ETF by 23.0% in the 1st quarter. NWK Group Inc. now owns 1,897 shares of the company’s stock valued at $48,000 after buying an additional 355 shares in the last quarter. Greenleaf Trust raised its position in shares of Schwab US Broad Market ETF by 0.9% in the second quarter. Greenleaf Trust now owns 40,725 shares of the company’s stock valued at $1,179,000 after buying an additional 375 shares in the last quarter. NerdWallet Wealth Partners LLC boosted its stake in shares of Schwab US Broad Market ETF by 4.5% in the first quarter. NerdWallet Wealth Partners LLC now owns 9,017 shares of the company’s stock valued at $226,000 after buying an additional 385 shares during the period. Selby Wealth Management LLC grew its position in Schwab US Broad Market ETF by 0.3% during the third quarter. Selby Wealth Management LLC now owns 130,852 shares of the company’s stock worth $3,835,000 after buying an additional 394 shares in the last quarter. Finally, Wealthgarden F.S. LLC raised its holdings in Schwab US Broad Market ETF by 1.2% in the 1st quarter. Wealthgarden F.S. LLC now owns 34,107 shares of the company’s stock valued at $856,000 after acquiring an additional 395 shares in the last quarter.

Schwab US Broad Market ETF Stock Down 0.5%

Shares of Schwab US Broad Market ETF stock opened at $29.19 on Friday. The firm’s 50-day moving average price is $29.57 and its two-hundred day moving average price is $28.86. The company has a market capitalization of $44.35 billion, a price-to-earnings ratio of 25.08 and a beta of 1.02. Schwab US Broad Market ETF has a 12-month low of $24.28 and a 12-month high of $30.15.

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. The types of derivatives used by the Fund are options, futures, options on futures and swaps.