Corient Private Wealth LLC Has $22.24 Million Holdings in Schwab US Broad Market ETF $SCHB

Corient Private Wealth LLC lifted its position in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 9.4% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 847,613 shares of the company’s stock after acquiring an additional 73,118 shares during the period. Corient Private Wealth LLC’s holdings in Schwab US Broad Market ETF were worth $22,236,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. Rebalance LLC increased its stake in shares of Schwab US Broad Market ETF by 3.3% during the 4th quarter. Rebalance LLC now owns 14,963,211 shares of the company’s stock worth $392,485,000 after purchasing an additional 483,144 shares during the last quarter. HighTower Advisors LLC increased its position in Schwab US Broad Market ETF by 11.0% during the fourth quarter. HighTower Advisors LLC now owns 8,631,797 shares of the company’s stock worth $226,412,000 after buying an additional 854,800 shares during the last quarter. Bouchey Financial Group Ltd increased its position in Schwab US Broad Market ETF by 0.5% during the third quarter. Bouchey Financial Group Ltd now owns 8,318,386 shares of the company’s stock worth $213,866,000 after buying an additional 42,459 shares during the last quarter. Hanson & Doremus Investment Management raised its stake in Schwab US Broad Market ETF by 7.6% in the fourth quarter. Hanson & Doremus Investment Management now owns 7,007,872 shares of the company’s stock valued at $183,816,000 after buying an additional 493,815 shares during the period. Finally, Evergreen Advisors LLC acquired a new stake in shares of Schwab US Broad Market ETF in the fourth quarter valued at approximately $161,772,000.

Schwab US Broad Market ETF Trading Down 0.3%

Shares of NYSEARCA SCHB opened at $28.88 on Tuesday. Schwab US Broad Market ETF has a 12 month low of $22.88 and a 12 month high of $29.35. The stock has a 50 day moving average of $28.25 and a 200-day moving average of $26.94. The company has a market capitalization of $42.70 billion, a P/E 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.