Schwab US Broad Market ETF (NYSEARCA:SCHB) Shares Bought by Oakwell Private Wealth Management LLC

Oakwell Private Wealth Management LLC lifted its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 200.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 47,955 shares of the company’s stock after acquiring an additional 31,969 shares during the period. Oakwell Private Wealth Management LLC’s holdings in Schwab US Broad Market ETF were worth $1,089,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. J.W. Cole Advisors Inc. grew its holdings in shares of Schwab US Broad Market ETF by 11.8% during the third quarter. J.W. Cole Advisors Inc. now owns 8,053 shares of the company’s stock worth $536,000 after buying an additional 852 shares in the last quarter. Gibraltar Capital Management Inc. purchased a new stake in Schwab US Broad Market ETF in the 3rd quarter worth approximately $384,000. MBA Advisors LLC raised its holdings in Schwab US Broad Market ETF by 1.7% in the 3rd quarter. MBA Advisors LLC now owns 55,926 shares of the company’s stock valued at $3,720,000 after acquiring an additional 919 shares during the last quarter. Dodds Wealth LLC raised its holdings in Schwab US Broad Market ETF by 214.3% in the 3rd quarter. Dodds Wealth LLC now owns 685,428 shares of the company’s stock valued at $45,595,000 after acquiring an additional 467,337 shares during the last quarter. Finally, Valmark Advisers Inc. lifted its stake in shares of Schwab US Broad Market ETF by 1.5% during the 3rd quarter. Valmark Advisers Inc. now owns 99,974 shares of the company’s stock worth $6,650,000 after purchasing an additional 1,445 shares during the period.

Schwab US Broad Market ETF Stock Down 0.5 %

Shares of NYSEARCA:SCHB opened at $22.93 on Wednesday. The company has a market cap of $32.79 billion, a P/E ratio of 25.96 and a beta of 1.04. The business has a fifty day simple moving average of $23.18 and a 200-day simple moving average of $22.64. Schwab US Broad Market ETF has a 52 week low of $19.14 and a 52 week high of $23.77.

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.