Schwab US Broad Market ETF (NYSEARCA:SCHB) Shares Acquired by Planning Alternatives Ltd. ADV

Planning Alternatives Ltd. ADV lifted its position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 160.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 151,333 shares of the company’s stock after purchasing an additional 93,264 shares during the quarter. Schwab US Broad Market ETF accounts for approximately 0.5% of Planning Alternatives Ltd. ADV’s portfolio, making the stock its 15th largest holding. Planning Alternatives Ltd. ADV’s holdings in Schwab US Broad Market ETF were worth $3,435,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Hengehold Capital Management LLC grew its stake in shares of Schwab US Broad Market ETF by 192.6% during the 4th quarter. Hengehold Capital Management LLC now owns 8,942,406 shares of the company’s stock worth $202,993,000 after purchasing an additional 5,886,366 shares during the period. Strid Group LLC lifted its position in shares of Schwab US Broad Market ETF by 197.8% during the 4th quarter. Strid Group LLC now owns 8,530,226 shares of the company’s stock valued at $193,636,000 after buying an additional 5,666,068 shares in the last quarter. Bouchey Financial Group Ltd lifted its position in shares of Schwab US Broad Market ETF by 213.4% during the 4th quarter. Bouchey Financial Group Ltd now owns 8,165,768 shares of the company’s stock valued at $185,363,000 after buying an additional 5,560,636 shares in the last quarter. HB Wealth Management LLC lifted its position in shares of Schwab US Broad Market ETF by 192.5% during the 4th quarter. HB Wealth Management LLC now owns 6,505,668 shares of the company’s stock valued at $147,681,000 after buying an additional 4,281,591 shares in the last quarter. Finally, Evergreen Advisors LLC lifted its position in shares of Schwab US Broad Market ETF by 188.6% during the 4th quarter. Evergreen Advisors LLC now owns 6,366,873 shares of the company’s stock valued at $144,528,000 after buying an additional 4,160,555 shares in the last quarter.

Schwab US Broad Market ETF Price Performance

Shares of NYSEARCA:SCHB opened at $22.53 on Tuesday. Schwab US Broad Market ETF has a 1 year low of $19.14 and a 1 year high of $23.77. The firm has a market capitalization of $32.22 billion, a price-to-earnings ratio of 25.96 and a beta of 1.04. The business’s 50 day moving average price is $23.18 and its 200-day moving average price is $22.69.

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.