Peak Financial Management Inc. Sells 392 Shares of Schwab US Broad Market ETF (NYSEARCA:SCHB)

Peak Financial Management Inc. decreased its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 0.6% in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 60,988 shares of the company’s stock after selling 392 shares during the period. Schwab US Broad Market ETF makes up 1.9% of Peak Financial Management Inc.’s holdings, making the stock its 22nd largest position. Peak Financial Management Inc.’s holdings in Schwab US Broad Market ETF were worth $4,302,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Steward Partners Investment Advisory LLC bought a new stake in shares of Schwab US Broad Market ETF during the 2nd quarter valued at $26,000. Gradient Investments LLC raised its position in shares of Schwab US Broad Market ETF by 280.0% during the 2nd quarter. Gradient Investments LLC now owns 494 shares of the company’s stock valued at $35,000 after acquiring an additional 364 shares during the last quarter. Advisory Alpha LLC bought a new stake in shares of Schwab US Broad Market ETF during the 1st quarter valued at $37,000. Astor Investment Management LLC bought a new stake in shares of Schwab US Broad Market ETF during the 2nd quarter valued at $44,000. Finally, Financial Gravity Wealth Inc. bought a new stake in shares of Schwab US Broad Market ETF during the 1st quarter valued at $45,000.

Shares of Schwab US Broad Market ETF stock traded down $0.07 on Thursday, hitting $68.01. 23,773 shares of the company’s stock traded hands, compared to its average volume of 1,033,961. The firm has a 50-day moving average price of $71.08. Schwab US Broad Market ETF has a one year low of $56.12 and a one year high of $72.63.

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.

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

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