Dodds Wealth LLC Has $17.70 Million Position in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Dodds Wealth LLC raised its stake in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 9.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 752,010 shares of the company’s stock after acquiring an additional 66,582 shares during the quarter. Schwab US Broad Market ETF comprises 5.7% of Dodds Wealth LLC’s holdings, making the stock its 6th largest position. Dodds Wealth LLC owned 0.16% of Schwab US Broad Market ETF worth $17,702,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Carnegie Investment Counsel increased its holdings in shares of Schwab US Broad Market ETF by 1.5% during the third quarter. Carnegie Investment Counsel now owns 13,392 shares of the company’s stock worth $891,000 after purchasing an additional 195 shares during the period. Valeo Financial Advisors LLC raised its holdings in Schwab US Broad Market ETF by 5.6% in the 3rd quarter. Valeo Financial Advisors LLC now owns 5,489 shares of the company’s stock valued at $365,000 after acquiring an additional 292 shares in the last quarter. Successful Portfolios LLC lifted its position in shares of Schwab US Broad Market ETF by 0.6% during the 3rd quarter. Successful Portfolios LLC now owns 72,259 shares of the company’s stock valued at $4,807,000 after acquiring an additional 407 shares during the period. Equita Financial Network Inc. grew its holdings in shares of Schwab US Broad Market ETF by 0.5% during the 3rd quarter. Equita Financial Network Inc. now owns 93,643 shares of the company’s stock worth $6,229,000 after purchasing an additional 451 shares in the last quarter. Finally, Citizens Financial Group Inc. RI increased its position in shares of Schwab US Broad Market ETF by 3.7% in the third quarter. Citizens Financial Group Inc. RI now owns 13,290 shares of the company’s stock worth $884,000 after purchasing an additional 470 shares during the period.

Schwab US Broad Market ETF Stock Down 1.0 %

SCHB opened at $23.32 on Friday. The stock has a market capitalization of $10.72 billion, a price-to-earnings ratio of 25.24 and a beta of 1.02. Schwab US Broad Market ETF has a twelve month low of $19.04 and a twelve month high of $23.73. The company has a 50-day simple moving average of $23.20 and a 200 day simple moving average of $22.37.

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.