Schwab US Broad Market ETF (NYSEARCA:SCHB) Shares Acquired by Joule Financial LLC

Joule Financial LLC raised its position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 194.1% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 42,025 shares of the company’s stock after buying an additional 27,736 shares during the quarter. Joule Financial LLC’s holdings in Schwab US Broad Market ETF were worth $954,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. HB Wealth Management LLC increased its holdings in shares of Schwab US Broad Market ETF by 192.5% in the 4th quarter. HB Wealth Management LLC now owns 6,505,668 shares of the company’s stock valued at $147,681,000 after acquiring an additional 4,281,591 shares during the last quarter. Rebalance LLC boosted its holdings in Schwab US Broad Market ETF by 4.6% in the third quarter. Rebalance LLC now owns 3,824,414 shares of the company’s stock worth $254,400,000 after purchasing an additional 167,787 shares during the period. Hengehold Capital Management LLC increased its stake in Schwab US Broad Market ETF by 1.3% during the third quarter. Hengehold Capital Management LLC now owns 3,056,040 shares of the company’s stock valued at $203,288,000 after purchasing an additional 38,823 shares during the last quarter. Strid Group LLC raised its holdings in shares of Schwab US Broad Market ETF by 4.0% during the third quarter. Strid Group LLC now owns 2,864,158 shares of the company’s stock worth $190,524,000 after purchasing an additional 111,281 shares during the period. Finally, Cliftonlarsonallen Wealth Advisors LLC lifted its position in shares of Schwab US Broad Market ETF by 195.7% in the 4th quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 2,752,318 shares of the company’s stock worth $62,478,000 after buying an additional 1,821,631 shares during the last quarter.

Schwab US Broad Market ETF Stock Up 1.0 %

Shares of NYSEARCA:SCHB opened at $23.21 on Friday. The firm has a 50-day simple moving average of $23.12 and a 200 day simple moving average of $22.18. Schwab US Broad Market ETF has a fifty-two week low of $18.34 and a fifty-two week high of $23.73. The company has a market cap of $10.67 billion, a PE ratio of 25.24 and a beta of 1.02.

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.