AlphaCore Capital LLC Has $156.90 Million Position in Schwab US Broad Market ETF $SCHB

AlphaCore Capital LLC increased its position in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 2.5% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 6,102,564 shares of the company’s stock after acquiring an additional 149,100 shares during the quarter. Schwab US Broad Market ETF comprises 5.3% of AlphaCore Capital LLC’s investment portfolio, making the stock its largest holding. AlphaCore Capital LLC owned approximately 0.42% of Schwab US Broad Market ETF worth $156,897,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. US Bancorp DE lifted its stake in shares of Schwab US Broad Market ETF by 40.9% during the 3rd quarter. US Bancorp DE now owns 162,486 shares of the company’s stock valued at $4,178,000 after buying an additional 47,182 shares in the last quarter. Empirical Asset Management LLC grew its stake in Schwab US Broad Market ETF by 11.5% in the 3rd quarter. Empirical Asset Management LLC now owns 10,040 shares of the company’s stock valued at $258,000 after buying an additional 1,033 shares in the last quarter. RWA Wealth Partners LLC raised its holdings in Schwab US Broad Market ETF by 7.9% during the 3rd quarter. RWA Wealth Partners LLC now owns 104,571 shares of the company’s stock valued at $2,689,000 after acquiring an additional 7,696 shares during the period. Vawter Financial Ltd. bought a new stake in Schwab US Broad Market ETF during the 3rd quarter valued at $235,000. Finally, North Star Asset Management Inc. lifted its position in shares of Schwab US Broad Market ETF by 0.9% during the third quarter. North Star Asset Management Inc. now owns 2,687,620 shares of the company’s stock worth $69,099,000 after acquiring an additional 23,164 shares in the last quarter.

Schwab US Broad Market ETF Price Performance

Schwab US Broad Market ETF stock opened at $26.74 on Thursday. The firm has a market capitalization of $38.96 billion, a P/E ratio of 25.08 and a beta of 1.02. Schwab US Broad Market ETF has a one year low of $18.52 and a one year high of $26.94. The business has a fifty day moving average price of $26.55 and a 200-day moving average price of $25.96.

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. The types of derivatives used by the Fund are options, futures, options on futures and swaps.