Schwab US Broad Market ETF $SCHB Holdings Boosted by Rebalance LLC

Rebalance LLC raised its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 3.7% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 15,288,013 shares of the company’s stock after acquiring an additional 549,560 shares during the period. Schwab US Broad Market ETF makes up approximately 23.1% of Rebalance LLC’s holdings, making the stock its biggest position. Rebalance LLC owned approximately 1.01% of Schwab US Broad Market ETF worth $448,092,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in SCHB. Hengehold Capital Management LLC purchased a new position in shares of Schwab US Broad Market ETF during the third quarter valued at approximately $222,931,000. Hanson & Doremus Investment Management boosted its holdings in Schwab US Broad Market ETF by 1.3% in the third quarter. Hanson & Doremus Investment Management now owns 7,130,203 shares of the company’s stock worth $208,986,000 after purchasing an additional 94,860 shares during the last quarter. Forvis Mazars Wealth Advisors LLC bought a new stake in Schwab US Broad Market ETF in the 3rd quarter worth approximately $175,355,000. Evergreen Advisors LLC grew its position in Schwab US Broad Market ETF by 1.8% in the 1st quarter. Evergreen Advisors LLC now owns 6,280,152 shares of the company’s stock worth $157,632,000 after purchasing an additional 112,717 shares during the period. Finally, Waverly Advisors LLC grew its position in Schwab US Broad Market ETF by 15.3% in the 2nd quarter. Waverly Advisors LLC now owns 3,529,934 shares of the company’s stock worth $102,227,000 after purchasing an additional 468,702 shares during the period.

Schwab US Broad Market ETF Price Performance

Schwab US Broad Market ETF stock traded down $0.14 during mid-day trading on Friday, reaching $29.19. 17,680,077 shares of the stock traded hands, compared to its average volume of 9,456,812. The stock has a market capitalization of $44.35 billion, a PE ratio of 25.08 and a beta of 1.02. Schwab US Broad Market ETF has a 12-month low of $24.28 and a 12-month high of $30.15. The business’s 50-day moving average is $29.57 and its 200-day moving average is $28.86.

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.