Schwab US Broad Market ETF $SCHB Shares Bought by Forum Financial Management LP

Forum Financial Management LP grew its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 4.5% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 31,529 shares of the company’s stock after purchasing an additional 1,345 shares during the period. Forum Financial Management LP’s holdings in Schwab US Broad Market ETF were worth $751,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of SCHB. Brighton Jones LLC raised its holdings in shares of Schwab US Broad Market ETF by 1,209.6% during the fourth quarter. Brighton Jones LLC now owns 228,625 shares of the company’s stock worth $5,190,000 after purchasing an additional 211,168 shares during the period. Revolve Wealth Partners LLC increased its holdings in shares of Schwab US Broad Market ETF by 197.5% in the 4th quarter. Revolve Wealth Partners LLC now owns 21,510 shares of the company’s stock worth $488,000 after acquiring an additional 14,279 shares during the period. GHP Investment Advisors Inc. acquired a new stake in shares of Schwab US Broad Market ETF in the 1st quarter worth about $75,000. SOL Capital Management CO increased its holdings in shares of Schwab US Broad Market ETF by 24.2% in the 1st quarter. SOL Capital Management CO now owns 100,186 shares of the company’s stock worth $2,157,000 after acquiring an additional 19,502 shares during the period. Finally, Sequoia Financial Advisors LLC increased its holdings in shares of Schwab US Broad Market ETF by 1.4% in the 1st quarter. Sequoia Financial Advisors LLC now owns 537,515 shares of the company’s stock worth $11,573,000 after acquiring an additional 7,361 shares during the period.

Schwab US Broad Market ETF Stock Up 0.7%

SCHB stock opened at $25.93 on Friday. Schwab US Broad Market ETF has a fifty-two week low of $18.52 and a fifty-two week high of $26.01. The firm’s 50-day simple moving average is $25.38 and its 200 day simple moving average is $23.72. The stock has a market cap of $37.69 billion, a PE ratio of 25.08 and a beta of 1.03.

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.