WLTH Capital Management LLC Acquires Shares of 42,017 Schwab US Broad Market ETF $SCHB

WLTH Capital Management LLC acquired a new stake in Schwab US Broad Market ETF (NYSEARCA:SCHB) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 42,017 shares of the company’s stock, valued at approximately $1,106,000. Schwab US Broad Market ETF makes up 0.9% of WLTH Capital Management LLC’s investment portfolio, making the stock its 21st biggest position.

Other institutional investors have also modified their holdings of the company. GeoWealth Management LLC increased its holdings in Schwab US Broad Market ETF by 0.4% in the third quarter. GeoWealth Management LLC now owns 100,043 shares of the company’s stock valued at $2,572,000 after buying an additional 388 shares during the last quarter. Occidental Asset Management LLC lifted its holdings in Schwab US Broad Market ETF by 4.2% during the 4th quarter. Occidental Asset Management LLC now owns 9,880 shares of the company’s stock worth $259,000 after buying an additional 400 shares during the last quarter. Summit Place Financial Advisors LLC boosted its position in shares of Schwab US Broad Market ETF by 1.0% during the 4th quarter. Summit Place Financial Advisors LLC now owns 41,214 shares of the company’s stock worth $1,081,000 after acquiring an additional 425 shares in the last quarter. Cherry Tree Wealth Management LLC boosted its position in shares of Schwab US Broad Market ETF by 0.4% during the 4th quarter. Cherry Tree Wealth Management LLC now owns 116,680 shares of the company’s stock worth $3,061,000 after acquiring an additional 434 shares in the last quarter. Finally, CENTRAL TRUST Co increased its holdings in shares of Schwab US Broad Market ETF by 9.1% in the 4th quarter. CENTRAL TRUST Co now owns 5,444 shares of the company’s stock valued at $143,000 after acquiring an additional 454 shares during the last quarter.

Schwab US Broad Market ETF Stock Performance

SCHB opened at $28.97 on Friday. Schwab US Broad Market ETF has a one year low of $22.88 and a one year high of $29.35. The company has a market cap of $42.84 billion, a P/E ratio of 25.08 and a beta of 1.02. The business’s 50-day simple moving average is $28.14 and its 200-day simple moving average is $26.90.

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.