49,743 Schwab US Broad Market ETF $SCHB Shares Acquired by Winthrop Advisory Group LLC

Winthrop Advisory Group LLC increased its position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 2.0% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 2,537,451 shares of the company’s stock after buying an additional 49,743 shares during the quarter. Schwab US Broad Market ETF comprises 4.6% of Winthrop Advisory Group LLC’s investment portfolio, making the stock its 6th biggest holding. Winthrop Advisory Group LLC’s holdings in Schwab US Broad Market ETF were worth $74,373,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the company. Hengehold Capital Management LLC purchased a new stake in Schwab US Broad Market ETF in the third quarter valued at approximately $222,931,000. Hanson & Doremus Investment Management boosted its holdings in shares of Schwab US Broad Market ETF by 1.3% in the third quarter. Hanson & Doremus Investment Management now owns 7,130,203 shares of the company’s stock valued at $208,986,000 after acquiring an additional 94,860 shares during the period. Forvis Mazars Wealth Advisors LLC purchased a new position in shares of Schwab US Broad Market ETF during the third quarter worth approximately $175,355,000. Evergreen Advisors LLC grew its position in shares of Schwab US Broad Market ETF by 1.8% during the first quarter. Evergreen Advisors LLC now owns 6,280,152 shares of the company’s stock worth $157,632,000 after acquiring an additional 112,717 shares during the last quarter. Finally, Waverly Advisors LLC grew its position in shares of Schwab US Broad Market ETF by 15.3% during the second quarter. Waverly Advisors LLC now owns 3,529,934 shares of the company’s stock worth $102,227,000 after acquiring an additional 468,702 shares during the last quarter.

Schwab US Broad Market ETF Trading Down 0.5%

Shares of Schwab US Broad Market ETF stock traded down $0.14 during trading on Friday, reaching $29.19. The company’s stock had a trading volume of 17,680,077 shares, compared to its average volume of 9,456,812. The company has a 50-day moving average price of $29.57 and a two-hundred day moving average price of $28.86. The firm has a market cap of $44.35 billion, a PE ratio of 25.08 and a beta of 1.02. Schwab US Broad Market ETF has a fifty-two week low of $24.28 and a fifty-two week high of $30.15.

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