Embree Financial Group Sells 23,520 Shares of Schwab US Broad Market ETF $SCHB

Embree Financial Group lowered its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 6.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 322,009 shares of the company’s stock after selling 23,520 shares during the period. Schwab US Broad Market ETF makes up 1.1% of Embree Financial Group’s investment portfolio, making the stock its 22nd largest holding. Embree Financial Group’s holdings in Schwab US Broad Market ETF were worth $8,279,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Gallagher Fiduciary Advisors LLC boosted its position in shares of Schwab US Broad Market ETF by 2,295.8% in the 2nd quarter. Gallagher Fiduciary Advisors LLC now owns 64,764,324 shares of the company’s stock worth $1,543,334,000 after purchasing an additional 62,061,116 shares in the last quarter. Kingstone Capital Partners Texas LLC purchased a new position in Schwab US Broad Market ETF during the second quarter valued at $161,574,000. AlphaCore Capital LLC boosted its holdings in Schwab US Broad Market ETF by 1,400.4% in the second quarter. AlphaCore Capital LLC now owns 5,953,464 shares of the company’s stock worth $141,871,000 after acquiring an additional 5,556,673 shares in the last quarter. Kestra Advisory Services LLC boosted its holdings in Schwab US Broad Market ETF by 1,807.0% in the first quarter. Kestra Advisory Services LLC now owns 2,008,516 shares of the company’s stock worth $47,421,000 after acquiring an additional 1,903,192 shares in the last quarter. Finally, SCS Capital Management LLC grew its stake in shares of Schwab US Broad Market ETF by 16.6% in the first quarter. SCS Capital Management LLC now owns 11,901,176 shares of the company’s stock worth $256,232,000 after acquiring an additional 1,697,159 shares during the last quarter.

Schwab US Broad Market ETF Price Performance

SCHB opened at $26.00 on Friday. The stock has a 50-day moving average price of $25.99 and a 200-day moving average price of $25.01. The firm has a market cap of $37.83 billion, a PE ratio of 25.08 and a beta of 1.02. Schwab US Broad Market ETF has a 1 year low of $18.52 and a 1 year high of $26.57.

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.