Oxford Financial Group LTD. LLC Has $40,000 Stake in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Oxford Financial Group LTD. LLC grew its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 238.1% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 1,775 shares of the company’s stock after buying an additional 1,250 shares during the period. Oxford Financial Group LTD. LLC’s holdings in Schwab US Broad Market ETF were worth $40,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in the stock. Cornerstone Planning Group LLC raised its holdings in Schwab US Broad Market ETF by 4.6% in the 4th quarter. Cornerstone Planning Group LLC now owns 10,600 shares of the company’s stock valued at $247,000 after acquiring an additional 462 shares in the last quarter. Citizens Financial Group Inc. RI raised its stake in shares of Schwab US Broad Market ETF by 3.7% in the third quarter. Citizens Financial Group Inc. RI now owns 13,290 shares of the company’s stock valued at $884,000 after purchasing an additional 470 shares in the last quarter. Wilson & Boucher Capital Management LLC lifted its position in Schwab US Broad Market ETF by 0.6% in the third quarter. Wilson & Boucher Capital Management LLC now owns 94,094 shares of the company’s stock worth $6,259,000 after purchasing an additional 575 shares during the period. Asset Management Group Inc. boosted its stake in Schwab US Broad Market ETF by 1.8% during the third quarter. Asset Management Group Inc. now owns 33,108 shares of the company’s stock worth $2,202,000 after buying an additional 588 shares in the last quarter. Finally, Prospera Financial Services Inc boosted its stake in Schwab US Broad Market ETF by 7.3% during the third quarter. Prospera Financial Services Inc now owns 9,307 shares of the company’s stock worth $619,000 after buying an additional 634 shares in the last quarter.

Schwab US Broad Market ETF Price Performance

SCHB opened at $21.83 on Friday. The firm’s fifty day moving average price is $22.87 and its two-hundred day moving average price is $22.69. Schwab US Broad Market ETF has a fifty-two week low of $19.14 and a fifty-two week high of $23.77. The company has a market capitalization of $31.22 billion, a P/E ratio of 23.90 and a beta of 1.05.

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.