Schwab US Broad Market ETF (NYSEARCA:SCHB) is Winthrop Advisory Group LLC’s 9th Largest Position

Winthrop Advisory Group LLC grew its position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 270.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,476,379 shares of the company’s stock after purchasing an additional 1,077,345 shares during the period. Schwab US Broad Market ETF makes up approximately 3.7% of Winthrop Advisory Group LLC’s investment portfolio, making the stock its 9th biggest position. Winthrop Advisory Group LLC owned 0.32% of Schwab US Broad Market ETF worth $33,514,000 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 company. Legacy Private Trust Co. raised its holdings in Schwab US Broad Market ETF by 210.0% during the 4th quarter. Legacy Private Trust Co. now owns 1,470,532 shares of the company’s stock valued at $33,381,000 after buying an additional 996,131 shares during the period. WT Wealth Management lifted its position in Schwab US Broad Market ETF by 195.4% in the third quarter. WT Wealth Management now owns 1,235,645 shares of the company’s stock worth $82,195,000 after buying an additional 817,389 shares during the last quarter. Carlton Hofferkamp & Jenks Wealth Management LLC lifted its position in Schwab US Broad Market ETF by 196.4% in the third quarter. Carlton Hofferkamp & Jenks Wealth Management LLC now owns 868,604 shares of the company’s stock worth $57,780,000 after buying an additional 575,590 shares during the last quarter. Capital Management Associates Inc bought a new stake in Schwab US Broad Market ETF in the third quarter worth $37,567,000. Finally, Aptus Capital Advisors LLC lifted its position in Schwab US Broad Market ETF by 6,850.7% in the third quarter. Aptus Capital Advisors LLC now owns 564,118 shares of the company’s stock worth $37,525,000 after buying an additional 556,002 shares during the last quarter.

Schwab US Broad Market ETF Stock Down 0.7 %

SCHB traded down $0.15 during trading on Monday, reaching $22.35. The company had a trading volume of 789,748 shares, compared to its average volume of 3,885,420. Schwab US Broad Market ETF has a 52 week low of $18.25 and a 52 week high of $23.73. The stock has a market cap of $10.27 billion, a P/E ratio of 25.24 and a beta of 1.02. The business has a 50 day simple moving average of $23.11 and a 200-day simple moving average of $22.13.

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.