Schwab US Broad Market ETF (NYSEARCA:SCHB) Shares Bought by Transform Wealth LLC

Transform Wealth LLC lifted its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 376.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 1,084,336 shares of the company’s stock after purchasing an additional 856,655 shares during the quarter. Schwab US Broad Market ETF comprises about 1.4% of Transform Wealth LLC’s investment portfolio, making the stock its 14th largest position. Transform Wealth LLC owned approximately 0.24% of Schwab US Broad Market ETF worth $24,614,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also made changes to their positions in the company. HB Wealth Management LLC raised its holdings in Schwab US Broad Market ETF by 192.5% during the fourth quarter. HB Wealth Management LLC now owns 6,505,668 shares of the company’s stock worth $147,681,000 after purchasing an additional 4,281,591 shares during the last quarter. Rebalance LLC raised its stake in shares of Schwab US Broad Market ETF by 4.6% during the 3rd quarter. Rebalance LLC now owns 3,824,414 shares of the company’s stock worth $254,400,000 after buying an additional 167,787 shares during the last quarter. Ballentine Partners LLC boosted its position in shares of Schwab US Broad Market ETF by 192.7% in the 4th quarter. Ballentine Partners LLC now owns 3,122,833 shares of the company’s stock worth $70,888,000 after buying an additional 2,055,961 shares in the last quarter. Hengehold Capital Management LLC grew its stake in Schwab US Broad Market ETF by 1.3% in the 3rd quarter. Hengehold Capital Management LLC now owns 3,056,040 shares of the company’s stock valued at $203,288,000 after acquiring an additional 38,823 shares during the last quarter. Finally, Strid Group LLC increased its holdings in Schwab US Broad Market ETF by 4.0% during the 3rd quarter. Strid Group LLC now owns 2,864,158 shares of the company’s stock valued at $190,524,000 after acquiring an additional 111,281 shares in the last quarter.

Schwab US Broad Market ETF Trading Up 1.0 %

Shares of SCHB opened at $23.21 on Tuesday. The company has a 50-day moving average of $23.12 and a two-hundred day moving average of $22.21. The stock has a market cap of $10.67 billion, a P/E ratio of 25.24 and a beta of 1.02. Schwab US Broad Market ETF has a 12-month low of $18.34 and a 12-month high of $23.73.

Schwab US Broad Market ETF Company 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.