90,503 Schwab US Broad Market ETF $SCHB Shares Bought by Morton Brown Family Wealth LLC

Morton Brown Family Wealth LLC raised its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 2.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,352,012 shares of the company’s stock after acquiring an additional 90,503 shares during the quarter. Schwab US Broad Market ETF accounts for about 28.4% of Morton Brown Family Wealth LLC’s portfolio, making the stock its biggest holding. Morton Brown Family Wealth LLC’s holdings in Schwab US Broad Market ETF were worth $127,557,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Hengehold Capital Management LLC acquired a new position in shares of Schwab US Broad Market ETF in the 3rd quarter worth approximately $222,931,000. Forvis Mazars Wealth Advisors LLC acquired a new stake in Schwab US Broad Market ETF during the third quarter valued at approximately $175,355,000. Cliftonlarsonallen Wealth Advisors LLC acquired a new stake in Schwab US Broad Market ETF during the third quarter valued at approximately $72,509,000. Legacy Private Trust Co. acquired a new stake in Schwab US Broad Market ETF during the third quarter valued at approximately $36,626,000. Finally, Retirement Planning Group LLC bought a new stake in Schwab US Broad Market ETF during the third quarter worth approximately $31,105,000.

Schwab US Broad Market ETF Stock Performance

Shares of NYSEARCA:SCHB opened at $29.19 on Monday. The stock 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 1-year low of $24.28 and a 1-year high of $30.15. The company has a 50 day moving average price of $29.57 and a 200 day moving average price of $28.89.

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