Appleton Partners Inc. MA Sells 339 Shares of Schwab US Broad Market ETF (NYSEARCA:SCHB)

Appleton Partners Inc. MA trimmed its stake in Schwab US Broad Market ETF (NYSEARCA:SCHBFree Report) by 5.4% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,996 shares of the company’s stock after selling 339 shares during the period. Appleton Partners Inc. MA’s holdings in Schwab US Broad Market ETF were worth $377,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the stock. Bright Futures Wealth Management LLC. bought a new stake in Schwab US Broad Market ETF in the first quarter valued at $214,000. Cape Investment Advisory Inc. grew its position in Schwab US Broad Market ETF by 1.1% in the first quarter. Cape Investment Advisory Inc. now owns 510,596 shares of the company’s stock valued at $31,172,000 after acquiring an additional 5,320 shares during the period. TruNorth Capital Management LLC bought a new stake in Schwab US Broad Market ETF in the first quarter valued at $78,880,000. Breakwater Investment Management bought a new stake in Schwab US Broad Market ETF in the first quarter valued at $19,583,000. Finally, Peninsula Wealth LLC bought a new stake in Schwab US Broad Market ETF in the first quarter valued at $10,177,000.

Schwab US Broad Market ETF Stock Down 2.1 %

NYSEARCA:SCHB traded down $1.31 during trading hours on Friday, reaching $61.73. The company had a trading volume of 1,094,015 shares, compared to its average volume of 789,445. The stock has a 50-day moving average of $63.03 and a two-hundred day moving average of $60.53. The firm has a market capitalization of $28.38 billion, a PE ratio of 25.24 and a beta of 1.02. Schwab US Broad Market ETF has a one year low of $47.46 and a one year high of $65.57.

Schwab US Broad Market ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for Schwab US Broad Market ETF (NYSEARCA:SCHB)

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