Barrett & Company Inc. Boosts Stock Holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Barrett & Company Inc. raised its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 200.3% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 41,461 shares of the company’s stock after purchasing an additional 27,656 shares during the period. Barrett & Company Inc.’s holdings in Schwab US Broad Market ETF were worth $941,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the business. Carnegie Investment Counsel increased its position in Schwab US Broad Market ETF by 1.5% during the 3rd quarter. Carnegie Investment Counsel now owns 13,392 shares of the company’s stock valued at $891,000 after purchasing an additional 195 shares during the period. Valeo Financial Advisors LLC increased its position in Schwab US Broad Market ETF by 5.6% during the 3rd quarter. Valeo Financial Advisors LLC now owns 5,489 shares of the company’s stock valued at $365,000 after purchasing an additional 292 shares during the period. Successful Portfolios LLC grew its position in shares of Schwab US Broad Market ETF by 0.6% in the 3rd quarter. Successful Portfolios LLC now owns 72,259 shares of the company’s stock worth $4,807,000 after buying an additional 407 shares during the last quarter. Equita Financial Network Inc. raised its stake in shares of Schwab US Broad Market ETF by 0.5% during the 3rd quarter. Equita Financial Network Inc. now owns 93,643 shares of the company’s stock worth $6,229,000 after acquiring an additional 451 shares in the last quarter. Finally, Citizens Financial Group Inc. RI lifted its position in Schwab US Broad Market ETF by 3.7% during the third quarter. Citizens Financial Group Inc. RI now owns 13,290 shares of the company’s stock valued at $884,000 after acquiring an additional 470 shares during the last quarter.

Schwab US Broad Market ETF Trading Up 0.3 %

NYSEARCA SCHB opened at $23.55 on Friday. The firm’s fifty day simple moving average is $23.20 and its two-hundred day simple moving average is $22.37. The firm has a market capitalization of $10.83 billion, a P/E ratio of 25.24 and a beta of 1.02. Schwab US Broad Market ETF has a 12-month low of $19.04 and a 12-month high of $23.73.

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.