Compass Financial Group INC SD Has $76.13 Million Stock Holdings in Schwab US Broad Market ETF $SCHB

Compass Financial Group INC SD boosted its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 7.8% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,194,802 shares of the company’s stock after buying an additional 231,784 shares during the quarter. Schwab US Broad Market ETF makes up approximately 12.5% of Compass Financial Group INC SD’s portfolio, making the stock its 4th largest holding. Compass Financial Group INC SD owned about 0.22% of Schwab US Broad Market ETF worth $76,132,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the stock. Strid Group LLC grew its position in Schwab US Broad Market ETF by 0.5% during the second quarter. Strid Group LLC now owns 8,658,237 shares of the company’s stock valued at $206,322,000 after buying an additional 43,935 shares during the period. Tanglewood Wealth Management Inc. grew its position in Schwab US Broad Market ETF by 36.6% during the second quarter. Tanglewood Wealth Management Inc. now owns 922,238 shares of the company’s stock valued at $21,977,000 after buying an additional 247,300 shares during the period. Jackson Wealth Management LLC bought a new position in Schwab US Broad Market ETF during the second quarter valued at about $219,000. Abacus Planning Group Inc. boosted its position in Schwab US Broad Market ETF by 118.8% during the second quarter. Abacus Planning Group Inc. now owns 87,406 shares of the company’s stock worth $2,083,000 after purchasing an additional 47,461 shares during the period. Finally, Schaeffer Financial LLC boosted its position in Schwab US Broad Market ETF by 1.9% during the second quarter. Schaeffer Financial LLC now owns 858,887 shares of the company’s stock worth $20,467,000 after purchasing an additional 16,314 shares during the period.

Schwab US Broad Market ETF Stock Up 0.0%

Shares of NYSEARCA:SCHB opened at $25.84 on Friday. The firm has a market capitalization of $37.54 billion, a PE ratio of 25.08 and a beta of 1.03. Schwab US Broad Market ETF has a twelve month low of $18.52 and a twelve month high of $25.99. The company has a 50-day moving average price of $25.03 and a two-hundred day moving average price of $23.31.

Schwab US Broad Market ETF Company 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.