Schwab US Broad Market ETF $SCHB Position Lifted by Forvis Mazars Wealth Advisors LLC

Forvis Mazars Wealth Advisors LLC boosted its position in Schwab US Broad Market ETF (NYSEARCA:SCHBFree Report) by 1.4% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 6,334,210 shares of the company’s stock after purchasing an additional 85,409 shares during the quarter. Schwab US Broad Market ETF comprises approximately 3.2% of Forvis Mazars Wealth Advisors LLC’s investment portfolio, making the stock its 3rd largest position. Forvis Mazars Wealth Advisors LLC’s holdings in Schwab US Broad Market ETF were worth $162,853,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. First Pacific Financial acquired a new stake in Schwab US Broad Market ETF during the third quarter worth about $51,000. Golden State Wealth Management LLC grew its position in shares of Schwab US Broad Market ETF by 4,138.9% during the second quarter. Golden State Wealth Management LLC now owns 2,289 shares of the company’s stock worth $55,000 after buying an additional 2,235 shares in the last quarter. Addison Advisors LLC lifted its stake in Schwab US Broad Market ETF by 319.1% in the second quarter. Addison Advisors LLC now owns 2,364 shares of the company’s stock worth $56,000 after acquiring an additional 1,800 shares during the last quarter. Frazier Financial Advisors LLC lifted its stake in Schwab US Broad Market ETF by 18.7% during the second quarter. Frazier Financial Advisors LLC now owns 2,756 shares of the company’s stock worth $66,000 after purchasing an additional 434 shares during the last quarter. Finally, Godsey & Gibb Inc. boosted its holdings in Schwab US Broad Market ETF by 37.7% in the second quarter. Godsey & Gibb Inc. now owns 2,895 shares of the company’s stock valued at $69,000 after purchasing an additional 792 shares in the last quarter.

Schwab US Broad Market ETF Trading Down 2.0%

Shares of NYSEARCA:SCHB opened at $26.21 on Wednesday. The firm has a 50 day simple moving average of $26.26 and a 200-day simple moving average of $25.55. Schwab US Broad Market ETF has a twelve month low of $18.52 and a twelve month high of $26.89. The company has a market capitalization of $38.19 billion, a PE ratio of 25.08 and a beta of 1.02.

Schwab US Broad Market ETF Profile

(Free Report)

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.

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

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