Bfsg LLC Raises Holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Bfsg LLC increased its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 652.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,646 shares of the company’s stock after purchasing an additional 4,896 shares during the quarter. Bfsg LLC’s holdings in Schwab US Broad Market ETF were worth $128,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in SCHB. Buckingham Capital Management Inc. boosted its stake in Schwab US Broad Market ETF by 169.1% in the 4th quarter. Buckingham Capital Management Inc. now owns 1,495,896 shares of the company’s stock worth $33,957,000 after buying an additional 940,045 shares during the last quarter. HighMark Wealth Management LLC raised its position in shares of Schwab US Broad Market ETF by 200.9% in the 4th quarter. HighMark Wealth Management LLC now owns 2,546 shares of the company’s stock worth $58,000 after buying an additional 1,700 shares during the period. Atria Wealth Solutions Inc. boosted its holdings in Schwab US Broad Market ETF by 314.3% in the fourth quarter. Atria Wealth Solutions Inc. now owns 286,489 shares of the company’s stock valued at $6,503,000 after acquiring an additional 217,338 shares during the last quarter. Venturi Wealth Management LLC grew its position in Schwab US Broad Market ETF by 200.0% during the fourth quarter. Venturi Wealth Management LLC now owns 4,881 shares of the company’s stock valued at $111,000 after acquiring an additional 3,254 shares during the period. Finally, D.A. Davidson & CO. grew its holdings in shares of Schwab US Broad Market ETF by 200.0% during the 4th quarter. D.A. Davidson & CO. now owns 53,442 shares of the company’s stock worth $1,213,000 after purchasing an additional 35,628 shares during the period.

Schwab US Broad Market ETF Stock Performance

SCHB opened at $23.75 on Thursday. The company has a market cap of $10.92 billion, a PE ratio of 25.24 and a beta of 1.02. The firm has a 50 day moving average price of $23.20 and a 200 day moving average price of $22.54. Schwab US Broad Market ETF has a 1 year low of $19.14 and a 1 year high of $23.77.

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.