Perryman Financial Advisory Inc. AD Makes New $670,000 Investment in Schwab US Broad Market ETF $SCHB

Perryman Financial Advisory Inc. AD acquired a new position in Schwab US Broad Market ETF (NYSEARCA:SCHB) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 22,842 shares of the company’s stock, valued at approximately $670,000.

Several other large investors also recently modified their holdings of the company. NWK Group Inc. lifted its holdings in Schwab US Broad Market ETF by 23.0% in the first quarter. NWK Group Inc. now owns 1,897 shares of the company’s stock valued at $48,000 after acquiring an additional 355 shares during the period. Greenleaf Trust grew its stake in shares of Schwab US Broad Market ETF by 0.9% during the 2nd quarter. Greenleaf Trust now owns 40,725 shares of the company’s stock valued at $1,179,000 after purchasing an additional 375 shares during the period. NerdWallet Wealth Partners LLC grew its stake in shares of Schwab US Broad Market ETF by 4.5% during the 1st quarter. NerdWallet Wealth Partners LLC now owns 9,017 shares of the company’s stock valued at $226,000 after purchasing an additional 385 shares during the period. Wealthgarden F.S. LLC grew its stake in shares of Schwab US Broad Market ETF by 1.2% during the 1st quarter. Wealthgarden F.S. LLC now owns 34,107 shares of the company’s stock valued at $856,000 after purchasing an additional 395 shares during the period. Finally, Vigilare Wealth Management grew its stake in shares of Schwab US Broad Market ETF by 3.9% during the 2nd quarter. Vigilare Wealth Management now owns 11,130 shares of the company’s stock valued at $322,000 after purchasing an additional 414 shares during the period.

Schwab US Broad Market ETF Stock Performance

Shares of NYSEARCA SCHB traded down $0.35 during midday trading on Friday, hitting $29.28. 21,638,298 shares of the company’s stock traded hands, compared to its average volume of 9,245,168. Schwab US Broad Market ETF has a 1 year low of $24.28 and a 1 year high of $30.15. The stock has a market capitalization of $44.43 billion, a price-to-earnings ratio of 25.08 and a beta of 1.02. The firm has a fifty day moving average of $29.62 and a 200 day moving average of $28.71.

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.