Clear Retirement Advice LLC Makes New $1.90 Million Investment in Schwab US Broad Market ETF $SCHB

Clear Retirement Advice LLC bought a new position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund bought 71,659 shares of the company’s stock, valued at approximately $1,895,000. Schwab US Broad Market ETF accounts for approximately 1.5% of Clear Retirement Advice LLC’s holdings, making the stock its 18th biggest holding.

Other large investors have also made changes to their positions in the company. Donaldson Capital Management LLC increased its position in Schwab US Broad Market ETF by 14.3% during the fourth quarter. Donaldson Capital Management LLC now owns 192,702 shares of the company’s stock worth $5,055,000 after acquiring an additional 24,114 shares during the period. Sunburst Financial Group LLC raised its position in Schwab US Broad Market ETF by 1.9% during the fourth quarter. Sunburst Financial Group LLC now owns 2,126,176 shares of the company’s stock valued at $55,770,000 after purchasing an additional 39,321 shares in the last quarter. Farrow Financial Inc. raised its holdings in shares of Schwab US Broad Market ETF by 47.1% during the 4th quarter. Farrow Financial Inc. now owns 83,285 shares of the company’s stock worth $2,185,000 after buying an additional 26,673 shares in the last quarter. Dorato Capital Management acquired a new stake in shares of Schwab US Broad Market ETF during the 4th quarter valued at $2,500,000. Finally, Sjbenen Advisory LLC acquired a new stake in shares of Schwab US Broad Market ETF during the fourth quarter valued at about $2,758,000.

Schwab US Broad Market ETF Trading Up 1.1%

Shares of SCHB opened at $28.97 on Friday. The stock’s 50-day moving average price is $28.14 and its two-hundred day moving average price is $26.90. Schwab US Broad Market ETF has a 12 month low of $22.88 and a 12 month high of $29.35. The company has a market capitalization of $42.84 billion, a PE ratio of 25.08 and a beta of 1.02.

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