Compound Planning Inc. Purchases 19,540 Shares of Schwab US Broad Market ETF $SCHB

Compound Planning Inc. lifted its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 3.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 657,681 shares of the company’s stock after acquiring an additional 19,540 shares during the quarter. Compound Planning Inc.’s holdings in Schwab US Broad Market ETF were worth $17,251,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of SCHB. Donaldson Capital Management LLC boosted its position in Schwab US Broad Market ETF by 14.3% in the 4th quarter. Donaldson Capital Management LLC now owns 192,702 shares of the company’s stock valued at $5,055,000 after buying an additional 24,114 shares during the last quarter. Sunburst Financial Group LLC raised its position in shares of 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 worth $55,770,000 after acquiring an additional 39,321 shares during the last quarter. Farrow Financial Inc. lifted its stake in shares of Schwab US Broad Market ETF by 47.1% during the fourth quarter. Farrow Financial Inc. now owns 83,285 shares of the company’s stock valued at $2,185,000 after acquiring an additional 26,673 shares during the period. Dorato Capital Management acquired a new position in shares of Schwab US Broad Market ETF during the fourth quarter valued at $2,500,000. Finally, Sjbenen Advisory LLC acquired a new position in shares of Schwab US Broad Market ETF during the fourth quarter valued at $2,758,000.

Schwab US Broad Market ETF Stock Up 1.1%

Schwab US Broad Market ETF stock opened at $28.97 on Friday. The business’s 50-day simple moving average is $28.14 and its 200 day simple moving average is $26.90. The stock has a market cap of $42.84 billion, a price-to-earnings ratio of 25.08 and a beta of 1.02. Schwab US Broad Market ETF has a 12-month low of $22.88 and a 12-month high of $29.35.

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.