Schwab US Broad Market ETF $SCHB Shares Bought by Foundations Investment Advisors LLC

Foundations Investment Advisors LLC grew its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 75.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 53,548 shares of the company’s stock after purchasing an additional 23,036 shares during the quarter. Foundations Investment Advisors LLC’s holdings in Schwab US Broad Market ETF were worth $1,405,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in SCHB. Brighton Jones LLC boosted its stake in Schwab US Broad Market ETF by 1,209.6% during the 4th quarter. Brighton Jones LLC now owns 228,625 shares of the company’s stock worth $5,190,000 after purchasing an additional 211,168 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in Schwab US Broad Market ETF by 197.5% during the 4th quarter. Revolve Wealth Partners LLC now owns 21,510 shares of the company’s stock worth $488,000 after purchasing an additional 14,279 shares during the last quarter. Goldman Sachs Group Inc. boosted its stake in Schwab US Broad Market ETF by 50.4% during the 1st quarter. Goldman Sachs Group Inc. now owns 1,549,572 shares of the company’s stock worth $33,362,000 after purchasing an additional 518,984 shares during the last quarter. Schnieders Capital Management LLC. acquired a new stake in Schwab US Broad Market ETF during the 2nd quarter worth $218,000. Finally, Russell Investments Group Ltd. boosted its stake in Schwab US Broad Market ETF by 18.5% during the 2nd quarter. Russell Investments Group Ltd. now owns 9,924 shares of the company’s stock worth $236,000 after purchasing an additional 1,552 shares during the last quarter.

Schwab US Broad Market ETF Trading Up 0.2%

Shares of SCHB stock opened at $29.17 on Friday. The company’s 50-day moving average price is $27.12 and its 200-day moving average price is $26.60. The stock has a market cap of $43.13 billion, a price-to-earnings ratio of 25.08 and a beta of 1.02. Schwab US Broad Market ETF has a twelve month low of $22.48 and a twelve month high of $29.23.

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.