Gradient Capital Advisors LLC Boosts Stock Holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Gradient Capital Advisors LLC boosted its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 1.2% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 26,236 shares of the company’s stock after acquiring an additional 304 shares during the period. Gradient Capital Advisors LLC’s holdings in Schwab US Broad Market ETF were worth $1,602,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Creative Financial Designs Inc. ADV grew its stake in Schwab US Broad Market ETF by 55.3% during the fourth quarter. Creative Financial Designs Inc. ADV now owns 621 shares of the company’s stock valued at $35,000 after acquiring an additional 221 shares in the last quarter. BKM Wealth Management LLC purchased a new position in shares of Schwab US Broad Market ETF in the 4th quarter worth $41,000. Johnson Financial Group Inc. grew its stake in shares of Schwab US Broad Market ETF by 76.3% in the 4th quarter. Johnson Financial Group Inc. now owns 737 shares of the company’s stock worth $41,000 after buying an additional 319 shares in the last quarter. Bfsg LLC purchased a new position in shares of Schwab US Broad Market ETF in the 4th quarter worth $41,000. Finally, Evolution Advisers Inc. grew its stake in shares of Schwab US Broad Market ETF by 33.8% in the 4th quarter. Evolution Advisers Inc. now owns 756 shares of the company’s stock worth $42,000 after buying an additional 191 shares in the last quarter.

Schwab US Broad Market ETF Stock Performance

Shares of NYSEARCA:SCHB traded down $0.22 on Friday, reaching $62.87. The company’s stock had a trading volume of 720,946 shares, compared to its average volume of 806,919. Schwab US Broad Market ETF has a 52-week low of $47.46 and a 52-week high of $63.52. The company has a market cap of $28.90 billion, a P/E ratio of 25.24 and a beta of 1.02. The company has a 50-day simple moving average of $61.21 and a 200 day simple moving average of $59.06.

Schwab US Broad Market 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.