Bogart Wealth LLC lifted its position in shares of Schwab U S Broad Market ETF (NYSEARCA:SCHB) by 10.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,614 shares of the company’s stock after acquiring an additional 1,571 shares during the quarter. Bogart Wealth LLC’s holdings in Schwab U S Broad Market ETF were worth $1,072,000 at the end of the most recent quarter.
Several other large investors have also recently made changes to their positions in the company. Pure Financial Advisors Inc. boosted its stake in shares of Schwab U S Broad Market ETF by 39.9% during the 4th quarter. Pure Financial Advisors Inc. now owns 17,243 shares of the company’s stock worth $1,112,000 after acquiring an additional 4,918 shares in the last quarter. Crow Point Partners LLC lifted its stake in Schwab U S Broad Market ETF by 61.9% in the 4th quarter. Crow Point Partners LLC now owns 18,863 shares of the company’s stock valued at $1,222,000 after buying an additional 7,211 shares in the last quarter. First National Bank of Mount Dora Trust Investment Services purchased a new stake in Schwab U S Broad Market ETF in the 4th quarter valued at approximately $742,000. Vista Private Wealth Partners. LLC purchased a new stake in Schwab U S Broad Market ETF in the 3rd quarter valued at approximately $959,000. Finally, P Solve Investments Ltd purchased a new stake in Schwab U S Broad Market ETF in the 3rd quarter valued at approximately $42,264,000.
Schwab U S Broad Market ETF (NYSEARCA:SCHB) traded down $1.42 during mid-day trading on Friday, reaching $66.44. The company had a trading volume of 1,820,210 shares, compared to its average volume of 784,827. Schwab U S Broad Market ETF has a 12-month low of $55.32 and a 12-month high of $69.07.
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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.
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