Cliftonlarsonallen Wealth Advisors LLC Sells 40,306 Shares of Schwab US Broad Market ETF $SCHB

Cliftonlarsonallen Wealth Advisors LLC decreased its stake in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 1.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,467,102 shares of the company’s stock after selling 40,306 shares during the period. Schwab US Broad Market ETF accounts for about 1.0% of Cliftonlarsonallen Wealth Advisors LLC’s holdings, making the stock its 22nd biggest position. Cliftonlarsonallen Wealth Advisors LLC’s holdings in Schwab US Broad Market ETF were worth $63,429,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. ARS Wealth Advisors Group LLC increased its stake in shares of Schwab US Broad Market ETF by 4.3% during the 3rd quarter. ARS Wealth Advisors Group LLC now owns 9,779 shares of the company’s stock worth $251,000 after purchasing an additional 405 shares during the last quarter. Foster Victor Wealth Advisors LLC lifted its stake in Schwab US Broad Market ETF by 1.5% in the second quarter. Foster Victor Wealth Advisors LLC now owns 28,669 shares of the company’s stock valued at $691,000 after purchasing an additional 426 shares during the last quarter. SteelPeak Wealth LLC grew its holdings in Schwab US Broad Market ETF by 2.0% during the second quarter. SteelPeak Wealth LLC now owns 21,842 shares of the company’s stock valued at $521,000 after purchasing an additional 427 shares during the period. Frazier Financial Advisors LLC increased its position in Schwab US Broad Market ETF by 18.7% in the second quarter. Frazier Financial Advisors LLC now owns 2,756 shares of the company’s stock worth $66,000 after buying an additional 434 shares during the last quarter. Finally, ACT Wealth Management LLC increased its position in Schwab US Broad Market ETF by 4.2% in the second quarter. ACT Wealth Management LLC now owns 11,200 shares of the company’s stock worth $267,000 after buying an additional 447 shares during the last quarter.

Schwab US Broad Market ETF Price Performance

Shares of SCHB opened at $26.42 on Tuesday. Schwab US Broad Market ETF has a 1 year low of $18.52 and a 1 year high of $26.57. The stock’s fifty day moving average price is $26.03 and its two-hundred day moving average price is $25.09. The firm has a market cap of $38.44 billion, a PE ratio of 25.08 and a beta of 1.02.

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. The types of derivatives used by the Fund are options, futures, options on futures and swaps.