WBH Advisory Inc. Increases Stock Holdings in Schwab US Broad Market ETF $SCHB

WBH Advisory Inc. grew its stake in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 4.3% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,119,640 shares of the company’s stock after acquiring an additional 86,869 shares during the quarter. Schwab US Broad Market ETF comprises about 4.0% of WBH Advisory Inc.’s portfolio, making the stock its 4th biggest position. WBH Advisory Inc.’s holdings in Schwab US Broad Market ETF were worth $53,627,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently made changes to their positions in the stock. Evergreen Advisors LLC bought a new stake in Schwab US Broad Market ETF during the fourth quarter valued at about $161,772,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in Schwab US Broad Market ETF in the fourth quarter worth about $77,479,000. Boulder Wealth Advisors LLC purchased a new stake in shares of Schwab US Broad Market ETF during the third quarter valued at about $40,435,000. Appalachian Capital Management Ltd purchased a new stake in shares of Schwab US Broad Market ETF during the fourth quarter valued at about $40,815,000. Finally, Focus Partners Wealth boosted its holdings in shares of Schwab US Broad Market ETF by 130.3% in the 4th quarter. Focus Partners Wealth now owns 2,626,053 shares of the company’s stock valued at $68,881,000 after buying an additional 1,485,838 shares in the last quarter.

Schwab US Broad Market ETF Stock Performance

NYSEARCA:SCHB opened at $28.87 on Friday. The company’s 50-day simple moving average is $28.55 and its 200-day simple moving average is $27.08. Schwab US Broad Market ETF has a fifty-two week low of $23.83 and a fifty-two week high of $29.35. The stock has a market capitalization of $43.03 billion, a P/E ratio of 25.08 and a beta of 1.02.

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.