Leading Edge Financial Planning LLC Grows Stake in Schwab US Broad Market ETF $SCHB

Leading Edge Financial Planning LLC increased its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 4.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,394,411 shares of the company’s stock after buying an additional 55,692 shares during the quarter. Schwab US Broad Market ETF comprises 9.0% of Leading Edge Financial Planning LLC’s portfolio, making the stock its 4th largest holding. Leading Edge Financial Planning LLC’s holdings in Schwab US Broad Market ETF were worth $35,850,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. Brighton Jones LLC grew its stake in shares of Schwab US Broad Market ETF by 1,209.6% in the fourth quarter. Brighton Jones LLC now owns 228,625 shares of the company’s stock worth $5,190,000 after purchasing an additional 211,168 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in Schwab US Broad Market ETF by 197.5% during the 4th quarter. Revolve Wealth Partners LLC now owns 21,510 shares of the company’s stock valued at $488,000 after purchasing an additional 14,279 shares in the last quarter. Goldman Sachs Group Inc. increased its position in shares of Schwab US Broad Market ETF by 50.4% during the 1st quarter. Goldman Sachs Group Inc. now owns 1,549,572 shares of the company’s stock valued at $33,362,000 after purchasing an additional 518,984 shares during the period. Schnieders Capital Management LLC. acquired a new position in shares of Schwab US Broad Market ETF during the 2nd quarter valued at $218,000. Finally, Bank of Montreal Can raised its stake in shares of Schwab US Broad Market ETF by 13.6% in the 2nd quarter. Bank of Montreal Can now owns 107,050 shares of the company’s stock worth $2,551,000 after buying an additional 12,856 shares in the last quarter.

Schwab US Broad Market ETF Stock Down 0.6%

NYSEARCA:SCHB opened at $26.29 on Friday. Schwab US Broad Market ETF has a 52-week low of $18.52 and a 52-week high of $26.94. The firm has a market cap of $38.30 billion, a P/E ratio of 25.08 and a beta of 1.02. The business’s 50-day moving average price is $26.56 and its 200 day moving average price is $26.02.

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.