Schwab US Broad Market ETF (NYSEARCA:SCHB) Holdings Lifted by Shepherd Financial Partners LLC

Shepherd Financial Partners LLC boosted its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 201.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 17,834 shares of the company’s stock after acquiring an additional 11,910 shares during the quarter. Shepherd Financial Partners LLC’s holdings in Schwab US Broad Market ETF were worth $405,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of SCHB. Joseph Group Capital Management bought a new stake in shares of Schwab US Broad Market ETF during the third quarter valued at approximately $66,000. Northwest Investment Counselors LLC acquired a new stake in shares of Schwab US Broad Market ETF in the third quarter valued at $69,000. Jackson Grant Investment Advisers Inc. raised its holdings in shares of Schwab US Broad Market ETF by 201.0% in the fourth quarter. Jackson Grant Investment Advisers Inc. now owns 1,249 shares of the company’s stock valued at $28,000 after buying an additional 834 shares during the last quarter. Albion Financial Group UT lifted its position in shares of Schwab US Broad Market ETF by 200.0% during the fourth quarter. Albion Financial Group UT now owns 1,260 shares of the company’s stock worth $29,000 after purchasing an additional 840 shares in the last quarter. Finally, Global Financial Private Client LLC boosted its position in Schwab US Broad Market ETF by 200.0% in the 4th quarter. Global Financial Private Client LLC now owns 1,332 shares of the company’s stock valued at $30,000 after buying an additional 888 shares during the last quarter.

Schwab US Broad Market ETF Stock Performance

Shares of SCHB stock opened at $23.32 on Friday. The stock has a market cap of $10.72 billion, a PE ratio of 25.24 and a beta of 1.02. The firm’s 50 day moving average price is $23.20 and its two-hundred day moving average price is $22.37. Schwab US Broad Market ETF has a 52-week low of $19.04 and a 52-week high of $23.73.

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.