Burleson & Company LLC Takes $158,000 Position in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Burleson & Company LLC acquired a new position in Schwab US Broad Market ETF (NYSEARCA:SCHB) in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 1,635 shares of the company’s stock, valued at approximately $158,000.

A number of other institutional investors have also recently made changes to their positions in SCHB. Berman Capital Advisors LLC increased its holdings in shares of Schwab US Broad Market ETF by 22.0% in the 1st quarter. Berman Capital Advisors LLC now owns 560 shares of the company’s stock worth $54,000 after purchasing an additional 101 shares in the last quarter. Cedar Brook Financial Partners LLC lifted its stake in Schwab US Broad Market ETF by 3.4% during the 1st quarter. Cedar Brook Financial Partners LLC now owns 3,178 shares of the company’s stock valued at $307,000 after acquiring an additional 105 shares during the period. Palisade Asset Management LLC boosted its holdings in shares of Schwab US Broad Market ETF by 3.7% during the 1st quarter. Palisade Asset Management LLC now owns 3,358 shares of the company’s stock valued at $325,000 after acquiring an additional 120 shares during the last quarter. S.E.E.D. Planning Group LLC grew its stake in shares of Schwab US Broad Market ETF by 0.6% in the first quarter. S.E.E.D. Planning Group LLC now owns 20,299 shares of the company’s stock worth $1,963,000 after acquiring an additional 122 shares during the period. Finally, Bigelow Investment Advisors LLC raised its holdings in shares of Schwab US Broad Market ETF by 0.8% during the fourth quarter. Bigelow Investment Advisors LLC now owns 18,153 shares of the company’s stock valued at $1,652,000 after purchasing an additional 138 shares during the last quarter.

Schwab US Broad Market ETF stock opened at $103.10 on Friday. Schwab US Broad Market ETF has a one year low of $70.37 and a one year high of $103.32. The firm’s fifty day moving average price is $101.04.

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.

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

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