WBH Advisory Inc. Raises Holdings in Schwab US Broad Market ETF $SCHB

WBH Advisory Inc. lifted its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 4.3% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,119,640 shares of the company’s stock after acquiring an additional 86,869 shares during the quarter. Schwab US Broad Market ETF makes up approximately 4.0% of WBH Advisory Inc.’s holdings, making the stock its 4th biggest holding. WBH Advisory Inc. owned about 0.14% of Schwab US Broad Market ETF worth $53,627,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Brighton Jones LLC raised its position in Schwab US Broad Market ETF by 1,209.6% during the 4th quarter. Brighton Jones LLC now owns 228,625 shares of the company’s stock valued at $5,190,000 after purchasing an additional 211,168 shares in the last quarter. Revolve Wealth Partners LLC grew its position in shares of Schwab US Broad Market ETF by 197.5% during the 4th quarter. Revolve Wealth Partners LLC now owns 21,510 shares of the company’s stock worth $488,000 after buying an additional 14,279 shares in the last quarter. Goldman Sachs Group Inc. grew its position in shares of Schwab US Broad Market ETF by 50.4% during the 1st quarter. Goldman Sachs Group Inc. now owns 1,549,572 shares of the company’s stock worth $33,362,000 after buying an additional 518,984 shares in the last quarter. Schnieders Capital Management LLC. bought a new stake in shares of Schwab US Broad Market ETF in the second quarter valued at about $218,000. Finally, Russell Investments Group Ltd. raised its holdings in shares of Schwab US Broad Market ETF by 18.5% in the second quarter. Russell Investments Group Ltd. now owns 9,924 shares of the company’s stock valued at $236,000 after acquiring an additional 1,552 shares in the last quarter.

Schwab US Broad Market ETF Price Performance

NYSEARCA:SCHB opened at $28.87 on Friday. Schwab US Broad Market ETF has a 1-year low of $23.83 and a 1-year high of $29.35. The company has a 50-day moving average of $28.55 and a 200 day moving average of $27.08. The firm has a market cap of $43.03 billion, a PE ratio of 25.08 and a beta of 1.02.

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.