SRS Capital Advisors Inc. Has $3.63 Million Stock Holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB)

SRS Capital Advisors Inc. trimmed its position in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 2.8% in the second quarter, Holdings Channel.com reports. The institutional investor owned 57,660 shares of the company’s stock after selling 1,690 shares during the period. SRS Capital Advisors Inc.’s holdings in Schwab US Broad Market ETF were worth $3,625,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of the company. Goldman Sachs Group Inc. boosted its holdings in Schwab US Broad Market ETF by 239.2% during the fourth quarter. Goldman Sachs Group Inc. now owns 569,299 shares of the company’s stock valued at $31,693,000 after acquiring an additional 401,485 shares during the period. NYL Investors LLC increased its position in Schwab US Broad Market ETF by 43.1% during the fourth quarter. NYL Investors LLC now owns 70,000 shares of the company’s stock worth $3,897,000 after acquiring an additional 21,100 shares during the period. Agilis Partners LLC raised its stake in Schwab US Broad Market ETF by 6.6% during the 4th quarter. Agilis Partners LLC now owns 903,629 shares of the company’s stock valued at $50,305,000 after purchasing an additional 55,670 shares during the last quarter. EP Wealth Advisors LLC boosted its holdings in Schwab US Broad Market ETF by 64.8% in the 4th quarter. EP Wealth Advisors LLC now owns 33,102 shares of the company’s stock valued at $1,843,000 after purchasing an additional 13,019 shares during the period. Finally, Burkett Financial Services LLC acquired a new stake in Schwab US Broad Market ETF in the 4th quarter worth $603,000.

Schwab US Broad Market ETF Stock Performance

Shares of SCHB traded down $1.08 during trading hours on Friday, reaching $62.54. 753,250 shares of the company traded hands, compared to its average volume of 785,616. The stock’s fifty day moving average is $63.64 and its 200 day moving average is $61.60. Schwab US Broad Market ETF has a 1-year low of $47.46 and a 1-year high of $65.57. The stock has a market cap of $28.75 billion, a P/E 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.