SCHWAB STRATEGI/US BROAD MKT ETF (SCHB) Shares Bought by North Star Asset Management Inc.

North Star Asset Management Inc. boosted its position in SCHWAB STRATEGI/US BROAD MKT ETF (NYSEARCA:SCHB) by 3.2% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 445,437 shares of the company’s stock after acquiring an additional 13,605 shares during the period. SCHWAB STRATEGI/US BROAD MKT ETF accounts for 2.5% of North Star Asset Management Inc.’s investment portfolio, making the stock its 2nd biggest position. North Star Asset Management Inc.’s holdings in SCHWAB STRATEGI/US BROAD MKT ETF were worth $31,354,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the business. CWM LLC grew its holdings in SCHWAB STRATEGI/US BROAD MKT ETF by 34.8% in the 3rd quarter. CWM LLC now owns 18,346 shares of the company’s stock worth $1,291,000 after acquiring an additional 4,732 shares during the last quarter. Good Life Advisors LLC grew its holdings in SCHWAB STRATEGI/US BROAD MKT ETF by 100.8% in the 3rd quarter. Good Life Advisors LLC now owns 10,537 shares of the company’s stock worth $742,000 after acquiring an additional 5,289 shares during the last quarter. Sawtooth Solutions LLC grew its holdings in SCHWAB STRATEGI/US BROAD MKT ETF by 18.1% in the 3rd quarter. Sawtooth Solutions LLC now owns 40,701 shares of the company’s stock worth $2,865,000 after acquiring an additional 6,247 shares during the last quarter. Asset Advisors Investment Management LLC purchased a new stake in shares of SCHWAB STRATEGI/US BROAD MKT ETF in the 3rd quarter worth about $20,702,000. Finally, Liberty Capital Management Inc. lifted its position in shares of SCHWAB STRATEGI/US BROAD MKT ETF by 16.6% in the 3rd quarter. Liberty Capital Management Inc. now owns 21,195 shares of the company’s stock worth $1,492,000 after purchasing an additional 3,012 shares during the period.

Shares of NYSEARCA:SCHB traded down $0.36 on Monday, hitting $63.48. The company had a trading volume of 2,029,793 shares, compared to its average volume of 823,055. SCHWAB STRATEGI/US BROAD MKT ETF has a 1 year low of $61.07 and a 1 year high of $71.36.



SCHWAB STRATEGI/US BROAD MKT ETF Company 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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Institutional Ownership by Quarter for SCHWAB STRATEGI/US BROAD MKT ETF (NYSEARCA:SCHB)

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