Valley Forge Investment Consultants Inc. ADV Decreases Position in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Valley Forge Investment Consultants Inc. ADV trimmed its stake in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 10.5% during the 4th quarter, Holdings Channel reports. The firm owned 132,446 shares of the company’s stock after selling 15,596 shares during the quarter. Schwab US Broad Market ETF comprises approximately 3.3% of Valley Forge Investment Consultants Inc. ADV’s portfolio, making the stock its 6th biggest holding. Valley Forge Investment Consultants Inc. ADV’s holdings in Schwab US Broad Market ETF were worth $7,373,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Evolution Advisers Inc. boosted its stake in shares of Schwab US Broad Market ETF by 33.8% during the fourth quarter. Evolution Advisers Inc. now owns 756 shares of the company’s stock valued at $42,000 after purchasing an additional 191 shares during the period. Capital Investment Advisors LLC raised its holdings in Schwab US Broad Market ETF by 4.1% in the fourth quarter. Capital Investment Advisors LLC now owns 4,888 shares of the company’s stock worth $272,000 after purchasing an additional 192 shares in the last quarter. Kades & Cheifetz LLC raised its holdings in Schwab US Broad Market ETF by 2.8% in the fourth quarter. Kades & Cheifetz LLC now owns 8,215 shares of the company’s stock worth $457,000 after purchasing an additional 220 shares in the last quarter. Creative Financial Designs Inc. ADV raised its holdings in Schwab US Broad Market ETF by 55.3% in the fourth quarter. Creative Financial Designs Inc. ADV now owns 621 shares of the company’s stock worth $35,000 after purchasing an additional 221 shares in the last quarter. Finally, Hendershot Investments Inc. raised its position in shares of Schwab US Broad Market ETF by 0.8% in the 4th quarter. Hendershot Investments Inc. now owns 27,877 shares of the company’s stock worth $1,552,000 after purchasing an additional 225 shares during the last quarter.

Schwab US Broad Market ETF Stock Performance

Shares of SCHB traded down $0.52 during trading hours on Thursday, hitting $61.09. The company had a trading volume of 741,085 shares, compared to its average volume of 822,808. The firm has a fifty day moving average price of $60.01 and a 200-day moving average price of $57.21. The stock has a market capitalization of $28.08 billion, a price-to-earnings ratio of 25.24 and a beta of 1.02. Schwab US Broad Market ETF has a 52-week low of $47.46 and a 52-week high of $61.97.

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.