Keeler & Nadler Financial Planning & Wealth Management grew its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 152.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 81,792 shares of the company’s stock after purchasing an additional 49,422 shares during the period. Schwab US Broad Market ETF comprises about 0.9% of Keeler & Nadler Financial Planning & Wealth Management’s portfolio, making the stock its 27th biggest position. Keeler & Nadler Financial Planning & Wealth Management’s holdings in Schwab US Broad Market ETF were worth $1,857,000 at the end of the most recent quarter.
Several other hedge funds have also made changes to their positions in SCHB. Cliftonlarsonallen Wealth Advisors LLC increased its stake in Schwab US Broad Market ETF by 195.7% during the 4th quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 2,752,318 shares of the company’s stock worth $62,478,000 after buying an additional 1,821,631 shares during the period. Myecfo LLC increased its position in shares of Schwab US Broad Market ETF by 206.4% during the fourth quarter. Myecfo LLC now owns 2,270,249 shares of the company’s stock worth $51,539,000 after acquiring an additional 1,529,275 shares during the period. Winthrop Advisory Group LLC raised its stake in shares of Schwab US Broad Market ETF by 270.0% in the fourth quarter. Winthrop Advisory Group LLC now owns 1,476,379 shares of the company’s stock valued at $33,514,000 after acquiring an additional 1,077,345 shares in the last quarter. Legacy Private Trust Co. boosted its holdings in Schwab US Broad Market ETF by 210.0% in the fourth quarter. Legacy Private Trust Co. now owns 1,470,532 shares of the company’s stock valued at $33,381,000 after purchasing an additional 996,131 shares during the period. Finally, WT Wealth Management increased its holdings in Schwab US Broad Market ETF by 195.4% during the 3rd quarter. WT Wealth Management now owns 1,235,645 shares of the company’s stock worth $82,195,000 after purchasing an additional 817,389 shares during the period.
Schwab US Broad Market ETF Stock Performance
Shares of Schwab US Broad Market ETF stock opened at $23.02 on Thursday. The business has a 50-day simple moving average of $23.13 and a 200-day simple moving average of $22.16. The company has a market cap of $10.58 billion, a PE ratio of 25.24 and a beta of 1.02. Schwab US Broad Market ETF has a one year low of $18.25 and a one year high of $23.73.
Schwab US Broad Market ETF 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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