One Charles Private Wealth Services LLC Acquires New Position in Schwab US Broad Market ETF $SCHB

One Charles Private Wealth Services LLC acquired a new stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 228,227 shares of the company’s stock, valued at approximately $5,439,000. Schwab US Broad Market ETF makes up 1.5% of One Charles Private Wealth Services LLC’s investment portfolio, making the stock its 14th largest position.

Other large investors have also recently modified their holdings of the company. Kingstone Capital Partners Texas LLC bought a new position in shares of Schwab US Broad Market ETF in the 2nd quarter valued at $161,574,000. AlphaCore Capital LLC lifted its position in shares of Schwab US Broad Market ETF by 1,400.4% during the 2nd quarter. AlphaCore Capital LLC now owns 5,953,464 shares of the company’s stock worth $141,871,000 after buying an additional 5,556,673 shares during the last quarter. Kestra Advisory Services LLC boosted its stake in Schwab US Broad Market ETF by 1,807.0% in the first quarter. Kestra Advisory Services LLC now owns 2,008,516 shares of the company’s stock valued at $47,421,000 after buying an additional 1,903,192 shares in the last quarter. SCS Capital Management LLC grew its position in Schwab US Broad Market ETF by 16.6% in the first quarter. SCS Capital Management LLC now owns 11,901,176 shares of the company’s stock valued at $256,232,000 after acquiring an additional 1,697,159 shares during the last quarter. Finally, HHM Wealth Advisors LLC raised its stake in Schwab US Broad Market ETF by 31.3% during the second quarter. HHM Wealth Advisors LLC now owns 5,468,240 shares of the company’s stock worth $130,308,000 after acquiring an additional 1,304,073 shares in the last quarter.

Schwab US Broad Market ETF Trading Up 1.5%

SCHB stock opened at $25.71 on Tuesday. The stock has a market capitalization of $37.41 billion, a P/E ratio of 25.08 and a beta of 1.02. Schwab US Broad Market ETF has a 12 month low of $18.52 and a 12 month high of $26.57. The firm has a 50-day moving average price of $25.81 and a 200-day moving average price of $24.58.

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.