Schwab US Broad Market ETF $SCHB Shares Acquired by Waverly Advisors LLC

Waverly Advisors LLC lifted its position in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 1.4% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,061,232 shares of the company’s stock after acquiring an additional 41,366 shares during the period. Waverly Advisors LLC’s holdings in Schwab US Broad Market ETF were worth $76,837,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently made changes to their positions in SCHB. Financial Life Planners acquired a new position in Schwab US Broad Market ETF in the 1st quarter valued at $27,000. Birchwood Financial Partners Inc. acquired a new stake in Schwab US Broad Market ETF during the 4th quarter worth $28,000. Wiser Advisor Group LLC purchased a new stake in shares of Schwab US Broad Market ETF during the third quarter worth $29,000. Bayban purchased a new stake in shares of Schwab US Broad Market ETF during the fourth quarter worth $33,000. Finally, LRI Investments LLC acquired a new stake in shares of Schwab US Broad Market ETF in the fourth quarter valued at about $35,000.

Schwab US Broad Market ETF Trading Up 0.0%

NYSEARCA:SCHB opened at $28.56 on Friday. The company’s 50-day moving average price is $28.81 and its 200-day moving average price is $27.35. The company has a market cap of $42.78 billion, a P/E ratio of 25.08 and a beta of 1.02. Schwab US Broad Market ETF has a twelve month low of $23.85 and a twelve month high of $29.35.

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.