EverSource Wealth Advisors LLC Grows Position in Schwab US Broad Market ETF $SCHB

EverSource Wealth Advisors LLC grew its position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 626.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 50,881 shares of the company’s stock after acquiring an additional 43,876 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Schwab US Broad Market ETF were worth $1,308,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in the company. First Pacific Financial bought a new position in shares of Schwab US Broad Market ETF during the third quarter valued at about $51,000. Golden State Wealth Management LLC increased its stake in Schwab US Broad Market ETF by 4,138.9% in the 2nd quarter. Golden State Wealth Management LLC now owns 2,289 shares of the company’s stock valued at $55,000 after buying an additional 2,235 shares during the last quarter. Addison Advisors LLC lifted its position in shares of Schwab US Broad Market ETF by 319.1% during the 2nd quarter. Addison Advisors LLC now owns 2,364 shares of the company’s stock worth $56,000 after buying an additional 1,800 shares in the last quarter. Twin Peaks Wealth Advisors LLC bought a new position in shares of Schwab US Broad Market ETF during the 2nd quarter worth approximately $77,000. Finally, Capital A Wealth Management LLC boosted its stake in shares of Schwab US Broad Market ETF by 2,021.9% in the 2nd quarter. Capital A Wealth Management LLC now owns 3,968 shares of the company’s stock worth $95,000 after buying an additional 3,781 shares during the last quarter.

Schwab US Broad Market ETF Stock Up 0.8%

SCHB stock opened at $26.74 on Thursday. The firm has a market cap of $38.96 billion, a PE ratio of 25.08 and a beta of 1.02. The business has a 50 day moving average of $26.55 and a 200-day moving average of $25.96. Schwab US Broad Market ETF has a 12-month low of $18.52 and a 12-month high of $26.94.

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.