Brio Consultants LLC Increases Holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Brio Consultants LLC lifted its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 302.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 47,242 shares of the company’s stock after purchasing an additional 35,505 shares during the period. Brio Consultants LLC’s holdings in Schwab US Broad Market ETF were worth $1,072,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Strategic Investment Solutions Inc. IL bought a new stake in Schwab US Broad Market ETF in the second quarter worth about $28,000. Joseph Group Capital Management bought a new stake in shares of Schwab US Broad Market ETF in the 3rd quarter worth approximately $66,000. Northwest Investment Counselors LLC purchased a new position in Schwab US Broad Market ETF in the third quarter valued at approximately $69,000. Albion Financial Group UT lifted its stake in Schwab US Broad Market ETF by 200.0% in the fourth quarter. Albion Financial Group UT now owns 1,260 shares of the company’s stock valued at $29,000 after purchasing an additional 840 shares during the last quarter. Finally, Global Financial Private Client LLC grew its holdings in Schwab US Broad Market ETF by 200.0% during the fourth quarter. Global Financial Private Client LLC now owns 1,332 shares of the company’s stock valued at $30,000 after purchasing an additional 888 shares during the period.

Schwab US Broad Market ETF Price Performance

Shares of SCHB opened at $23.36 on Friday. Schwab US Broad Market ETF has a 1 year low of $18.75 and a 1 year high of $23.73. The stock’s fifty day moving average price is $23.20 and its two-hundred day moving average price is $22.31. The firm has a market cap of $10.74 billion, a PE ratio of 25.24 and a beta of 1.02.

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.