Bartlett & CO. Wealth Management LLC decreased its position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 30.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 726,836 shares of the company’s stock after selling 318,721 shares during the quarter. Bartlett & CO. Wealth Management LLC’s holdings in Schwab US Broad Market ETF were worth $19,065,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Financial Life Planners acquired a new stake in shares of Schwab US Broad Market ETF during the 3rd quarter valued at about $27,000. Wiser Advisor Group LLC acquired a new stake in Schwab US Broad Market ETF in the 3rd quarter valued at $29,000. First Pacific Financial acquired a new stake in Schwab US Broad Market ETF in the 3rd quarter valued at $51,000. LGT Financial Advisors LLC acquired a new stake in Schwab US Broad Market ETF in the 3rd quarter valued at $52,000. Finally, Beacon Financial Strategies CORP acquired a new stake in Schwab US Broad Market ETF in the 4th quarter valued at $64,000.
Schwab US Broad Market ETF Stock Performance
Schwab US Broad Market ETF stock opened at $26.23 on Friday. The company’s fifty day moving average price is $25.98 and its 200 day moving average price is $26.10. Schwab US Broad Market ETF has a 1 year low of $19.57 and a 1 year high of $26.94. The stock has a market capitalization of $38.64 billion, a P/E ratio of 25.08 and a beta of 1.02.
About Schwab US Broad Market ETF
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.
See Also
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