Schwab US Broad Market ETF (NYSEARCA:SCHB) Shares Sold by Compass Ion Advisors LLC

Compass Ion Advisors LLC cut its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 12.3% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 13,645 shares of the company’s stock after selling 1,913 shares during the period. Schwab US Broad Market ETF makes up about 0.9% of Compass Ion Advisors LLC’s portfolio, making the stock its 15th largest holding. Compass Ion Advisors LLC’s holdings in Schwab US Broad Market ETF were worth $1,002,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the company. Sunbelt Securities Inc. purchased a new position in Schwab US Broad Market ETF in the 4th quarter valued at about $2,875,000. Orion Portfolio Solutions LLC purchased a new stake in Schwab US Broad Market ETF in the fourth quarter valued at $34,000. Cornerstone Advisors Inc. purchased a new stake in Schwab US Broad Market ETF in the first quarter valued at $30,000. Synovus Financial Corp raised its holdings in shares of Schwab US Broad Market ETF by 818.2% in the first quarter. Synovus Financial Corp now owns 505 shares of the company’s stock valued at $30,000 after buying an additional 450 shares during the last quarter. Finally, WASHINGTON TRUST Co purchased a new stake in shares of Schwab US Broad Market ETF in the first quarter valued at about $31,000.

Shares of NYSEARCA:SCHB traded down $0.23 on Thursday, reaching $74.90. The company’s stock had a trading volume of 13,667 shares, compared to its average volume of 1,901,888. The stock’s 50-day moving average is $72.97 and its two-hundred day moving average is $71.54. Schwab US Broad Market ETF has a 52-week low of $51.38 and a 52-week high of $81.04.

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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