Schwab US Broad Market ETF (SCHB) is Trellis Advisors LLC’s 8th Largest Position

Trellis Advisors LLC lessened its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 3.2% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 36,994 shares of the company’s stock after selling 1,226 shares during the quarter. Schwab US Broad Market ETF comprises about 2.3% of Trellis Advisors LLC’s investment portfolio, making the stock its 8th biggest position. Trellis Advisors LLC’s holdings in Schwab US Broad Market ETF were worth $2,360,000 as of its most recent filing with the SEC.

A number of other large investors also recently made changes to their positions in SCHB. Portfolio Solutions LLC boosted its holdings in shares of Schwab US Broad Market ETF by 2.7% during the fourth quarter. Portfolio Solutions LLC now owns 137,278 shares of the company’s stock worth $8,857,000 after purchasing an additional 3,671 shares during the last quarter. Gemmer Asset Management LLC boosted its holdings in shares of Schwab US Broad Market ETF by 13.3% during the fourth quarter. Gemmer Asset Management LLC now owns 114,094 shares of the company’s stock worth $7,361,000 after purchasing an additional 13,382 shares during the last quarter. Strategic Advisors LLC boosted its holdings in shares of Schwab US Broad Market ETF by 14.2% during the fourth quarter. Strategic Advisors LLC now owns 253,234 shares of the company’s stock worth $16,339,000 after purchasing an additional 31,549 shares during the last quarter. Watermark Asset Management Inc. boosted its holdings in Schwab US Broad Market ETF by 10.3% in the fourth quarter. Watermark Asset Management Inc. now owns 186,980 shares of the company’s stock valued at $12,064,000 after acquiring an additional 17,507 shares during the last quarter. Finally, Koshinski Asset Management Inc. boosted its holdings in Schwab US Broad Market ETF by 239.2% in the fourth quarter. Koshinski Asset Management Inc. now owns 16,022 shares of the company’s stock valued at $1,034,000 after acquiring an additional 11,298 shares during the last quarter.

Schwab US Broad Market ETF opened at $66.13 on Tuesday, Marketbeat.com reports. Schwab US Broad Market ETF has a 12 month low of $66.10 and a 12 month high of $66.42.

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.

Institutional Ownership by Quarter for Schwab US Broad Market ETF (NYSEARCA:SCHB)

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