Schwab US Broad Market ETF $SCHB Shares Sold by Roger Wittlin Investment Advisory LLC

Roger Wittlin Investment Advisory LLC trimmed its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 5.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 588,968 shares of the company’s stock after selling 31,720 shares during the quarter. Schwab US Broad Market ETF makes up about 8.4% of Roger Wittlin Investment Advisory LLC’s holdings, making the stock its 4th biggest position. Roger Wittlin Investment Advisory LLC’s holdings in Schwab US Broad Market ETF were worth $15,142,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in SCHB. ARS Wealth Advisors Group LLC grew its position in Schwab US Broad Market ETF by 4.3% in the 3rd quarter. ARS Wealth Advisors Group LLC now owns 9,779 shares of the company’s stock valued at $251,000 after buying an additional 405 shares during the last quarter. Blue Trust Inc. boosted its holdings in Schwab US Broad Market ETF by 1.9% in the 3rd quarter. Blue Trust Inc. now owns 22,375 shares of the company’s stock valued at $575,000 after purchasing an additional 414 shares in the last quarter. Summit Place Financial Advisors LLC raised its position in Schwab US Broad Market ETF by 1.1% in the third quarter. Summit Place Financial Advisors LLC now owns 40,789 shares of the company’s stock worth $1,049,000 after acquiring an additional 425 shares in the last quarter. Foster Victor Wealth Advisors LLC boosted its position in shares of Schwab US Broad Market ETF by 1.5% during the 2nd quarter. Foster Victor Wealth Advisors LLC now owns 28,669 shares of the company’s stock worth $691,000 after purchasing an additional 426 shares in the last quarter. Finally, SteelPeak Wealth LLC grew its stake in shares of Schwab US Broad Market ETF by 2.0% during the 2nd quarter. SteelPeak Wealth LLC now owns 21,842 shares of the company’s stock worth $521,000 after purchasing an additional 427 shares during the period.

Schwab US Broad Market ETF Trading Up 0.6%

SCHB stock opened at $26.79 on Monday. The company’s 50-day moving average price is $26.18 and its 200 day moving average price is $25.42. The company has a market cap of $38.98 billion, a P/E ratio of 25.08 and a beta of 1.02. Schwab US Broad Market ETF has a 52 week low of $18.52 and a 52 week high of $26.83.

About Schwab US Broad Market ETF

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.