Bartlett & CO. Wealth Management LLC lowered its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 2.4% in the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 1,053,093 shares of the company’s stock after selling 26,343 shares during the quarter. Bartlett & CO. Wealth Management LLC owned approximately 0.07% of Schwab US Broad Market ETF worth $22,673,000 at the end of the most recent quarter.
A number of other large investors have also recently made changes to their positions in SCHB. Balefire LLC bought a new position in shares of Schwab US Broad Market ETF during the first quarter valued at approximately $406,000. Goldstein Advisors LLC purchased a new position in Schwab US Broad Market ETF during the 1st quarter valued at $231,000. Sequoia Financial Advisors LLC raised its holdings in 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 purchasing an additional 7,361 shares in the last quarter. SOL Capital Management CO raised its holdings in 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 purchasing an additional 19,502 shares in the last quarter. Finally, HBK Sorce Advisory LLC lifted its position in shares of Schwab US Broad Market ETF by 1.0% in the 1st quarter. HBK Sorce Advisory LLC now owns 3,094,524 shares of the company’s stock worth $66,625,000 after purchasing an additional 30,074 shares during the period.
Schwab US Broad Market ETF Trading Up 0.9%
Shares of SCHB opened at $23.59 on Friday. Schwab US Broad Market ETF has a 1-year low of $18.53 and a 1-year high of $23.77. The firm’s 50-day moving average price is $22.37 and its 200-day moving average price is $22.42. The firm has a market capitalization of $33.95 billion, a price-to-earnings ratio of 24.59 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.
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