Schwab US Broad Market ETF (NYSEARCA:SCHB) Shares Purchased by Leading Edge Financial Planning LLC

Leading Edge Financial Planning LLC grew its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 212.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,237,328 shares of the company’s stock after acquiring an additional 840,893 shares during the period. Schwab US Broad Market ETF comprises about 9.2% of Leading Edge Financial Planning LLC’s holdings, making the stock its 3rd biggest position. Leading Edge Financial Planning LLC owned about 0.27% of Schwab US Broad Market ETF worth $28,087,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Burkett Financial Services LLC lifted its position in shares of Schwab US Broad Market ETF by 1.4% during the 3rd quarter. Burkett Financial Services LLC now owns 13,482 shares of the company’s stock valued at $897,000 after acquiring an additional 183 shares during the period. Carnegie Investment Counsel increased its stake in shares of Schwab US Broad Market ETF by 1.5% during the 3rd quarter. Carnegie Investment Counsel now owns 13,392 shares of the company’s stock worth $891,000 after purchasing an additional 195 shares in the last quarter. Evanson Asset Management LLC increased its stake in shares of Schwab US Broad Market ETF by 1.8% during the 3rd quarter. Evanson Asset Management LLC now owns 11,285 shares of the company’s stock worth $751,000 after purchasing an additional 198 shares in the last quarter. Valeo Financial Advisors LLC increased its stake in shares of Schwab US Broad Market ETF by 5.6% during the 3rd quarter. Valeo Financial Advisors LLC now owns 5,489 shares of the company’s stock worth $365,000 after purchasing an additional 292 shares in the last quarter. Finally, Successful Portfolios LLC increased its stake in shares of Schwab US Broad Market ETF by 0.6% during the 3rd quarter. Successful Portfolios LLC now owns 72,259 shares of the company’s stock worth $4,807,000 after purchasing an additional 407 shares in the last quarter.

Schwab US Broad Market ETF Price Performance

Shares of SCHB opened at $23.36 on Monday. The firm has a 50 day simple moving average of $23.20 and a 200-day simple moving average of $22.32. Schwab US Broad Market ETF has a 1-year low of $18.75 and a 1-year high of $23.73. The stock has a market cap of $10.74 billion, a price-to-earnings ratio of 25.24 and a beta of 1.02.

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.