Access Financial Services Inc. Acquires Shares of 14,808 Schwab US Broad Market ETF (NYSEARCA:SCHB)

Access Financial Services Inc. purchased a new position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 14,808 shares of the company’s stock, valued at approximately $336,000.

Other large investors have also modified their holdings of the company. HB Wealth Management LLC raised its stake 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 buying an additional 4,281,591 shares in the last quarter. Rebalance LLC boosted its stake in Schwab US Broad Market ETF by 4.6% during the 3rd quarter. Rebalance LLC now owns 3,824,414 shares of the company’s stock worth $254,400,000 after acquiring an additional 167,787 shares during the last quarter. Hengehold Capital Management LLC lifted its stake in Schwab US Broad Market ETF by 1.3% in the third quarter. Hengehold Capital Management LLC now owns 3,056,040 shares of the company’s stock valued at $203,288,000 after buying an additional 38,823 shares in the last quarter. Strid Group LLC lifted its stake in Schwab US Broad Market ETF by 4.0% in the third quarter. Strid Group LLC now owns 2,864,158 shares of the company’s stock valued at $190,524,000 after buying an additional 111,281 shares in the last quarter. Finally, Cliftonlarsonallen Wealth Advisors LLC lifted its stake in Schwab US Broad Market ETF by 195.7% in the fourth quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 2,752,318 shares of the company’s stock valued at $62,478,000 after buying an additional 1,821,631 shares in the last quarter.

Schwab US Broad Market ETF Stock Performance

Shares of SCHB opened at $23.21 on Monday. Schwab US Broad Market ETF has a twelve month low of $18.34 and a twelve month high of $23.73. The firm has a market cap of $10.67 billion, a P/E ratio of 25.24 and a beta of 1.02. The firm’s 50 day moving average price is $23.12 and its two-hundred day moving average price is $22.19.

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.