Boltwood Capital Management Boosts Stake in Schwab US Broad Market ETF (NYSEARCA:SCHB)


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Boltwood Capital Management boosted its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 6.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 45,875 shares of the company’s stock after acquiring an additional 2,798 shares during the period. Schwab US Broad Market ETF accounts for about 2.0% of Boltwood Capital Management’s portfolio, making the stock its 10th biggest position. Boltwood Capital Management’s holdings in Schwab US Broad Market ETF were worth $4,437,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. Advisory Alpha LLC acquired a new stake in shares of Schwab US Broad Market ETF during the 3rd quarter valued at $35,000. Jackson Square Capital LLC acquired a new stake in shares of Schwab US Broad Market ETF during the 3rd quarter valued at $41,000. Wells Financial Advisors INC acquired a new stake in shares of Schwab US Broad Market ETF during the 4th quarter valued at $42,000. Regent Peak Wealth Advisors LLC acquired a new stake in shares of Schwab US Broad Market ETF during the 4th quarter valued at $64,000. Finally, Steward Partners Investment Advisory LLC boosted its holdings in shares of Schwab US Broad Market ETF by 118.0% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 896 shares of the company’s stock valued at $82,000 after acquiring an additional 485 shares in the last quarter.

Shares of NYSEARCA SCHB traded up $0.25 during mid-day trading on Thursday, hitting $99.25. 896 shares of the stock traded hands, compared to its average volume of 643,317. Schwab US Broad Market ETF has a twelve month low of $62.17 and a twelve month high of $99.38. The firm has a 50 day simple moving average of $95.89 and a two-hundred day simple moving average of $89.55.

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.

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Institutional Ownership by Quarter for Schwab US Broad Market ETF (NYSEARCA:SCHB)

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