Circle Wealth Management LLC increased its holdings in Schwab U S Broad Market ETF (NYSEARCA:SCHB) by 0.6% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 473,293 shares of the company’s stock after acquiring an additional 2,934 shares during the quarter. Schwab U S Broad Market ETF makes up 11.6% of Circle Wealth Management LLC’s portfolio, making the stock its 3rd biggest position. Circle Wealth Management LLC owned 0.27% of Schwab U S Broad Market ETF worth $30,537,000 as of its most recent SEC filing.
Several other large investors have also added to or reduced their stakes in the stock. P Solve Investments Ltd acquired a new stake in Schwab U S Broad Market ETF during the third quarter valued at approximately $42,264,000. Wealthfront Inc. raised its stake in Schwab U S Broad Market ETF by 3.3% during the fourth quarter. Wealthfront Inc. now owns 7,244,359 shares of the company’s stock valued at $467,406,000 after buying an additional 229,589 shares in the last quarter. Fort Pitt Capital Group LLC raised its stake in Schwab U S Broad Market ETF by 33.1% during the fourth quarter. Fort Pitt Capital Group LLC now owns 750,329 shares of the company’s stock valued at $48,411,000 after buying an additional 186,499 shares in the last quarter. Strategic Capital Advisers Inc. acquired a new stake in Schwab U S Broad Market ETF during the fourth quarter valued at approximately $7,290,000. Finally, PrairieView Partners LLC acquired a new stake in Schwab U S Broad Market ETF during the fourth quarter valued at approximately $5,847,000.
Shares of Schwab U S Broad Market ETF (NYSEARCA SCHB) opened at $67.36 on Tuesday. Schwab U S Broad Market ETF has a one year low of $55.87 and a one year high of $69.07.
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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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