Alpha Omega Wealth Management LLC boosted its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 195.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 220,643 shares of the company’s stock after buying an additional 145,892 shares during the quarter. Schwab US Broad Market ETF accounts for about 0.9% of Alpha Omega Wealth Management LLC’s holdings, making the stock its 27th biggest holding. Alpha Omega Wealth Management LLC’s holdings in Schwab US Broad Market ETF were worth $5,009,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors have also made changes to their positions in the company. Hengehold Capital Management LLC lifted its stake in Schwab US Broad Market ETF by 192.6% during the 4th quarter. Hengehold Capital Management LLC now owns 8,942,406 shares of the company’s stock worth $202,993,000 after acquiring an additional 5,886,366 shares in the last quarter. HB Wealth Management LLC lifted its position in shares of Schwab US Broad Market ETF by 192.5% during the fourth quarter. HB Wealth Management LLC now owns 6,505,668 shares of the company’s stock worth $147,681,000 after purchasing an additional 4,281,591 shares in the last quarter. HT Partners LLC boosted its stake in shares of Schwab US Broad Market ETF by 202.6% in the fourth quarter. HT Partners LLC now owns 6,053,331 shares of the company’s stock valued at $137,411,000 after purchasing an additional 4,052,932 shares during the period. Hanson & Doremus Investment Management increased its stake in Schwab US Broad Market ETF by 203.1% during the 4th quarter. Hanson & Doremus Investment Management now owns 5,901,371 shares of the company’s stock worth $133,961,000 after buying an additional 3,954,414 shares during the period. Finally, Summit Financial Strategies Inc. lifted its holdings in Schwab US Broad Market ETF by 192.0% during the 4th quarter. Summit Financial Strategies Inc. now owns 4,053,079 shares of the company’s stock worth $92,005,000 after buying an additional 2,665,067 shares in the last quarter.
Schwab US Broad Market ETF Trading Down 0.6 %
Shares of NYSEARCA SCHB opened at $23.36 on Friday. The stock has a market cap of $10.74 billion, a P/E ratio of 25.24 and a beta of 1.02. The business’s fifty day simple moving average is $23.20 and its 200-day simple moving average is $22.31. Schwab US Broad Market ETF has a 12-month low of $18.75 and a 12-month high of $23.73.
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.
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