Bogart Wealth LLC Sells 14,970 Shares of Schwab US Broad Market ETF $SCHB

Bogart Wealth LLC decreased its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 19.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 60,103 shares of the company’s stock after selling 14,970 shares during the period. Bogart Wealth LLC’s holdings in Schwab US Broad Market ETF were worth $1,432,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Foster Victor Wealth Advisors LLC lifted its position in shares of Schwab US Broad Market ETF by 1.5% during the 2nd quarter. Foster Victor Wealth Advisors LLC now owns 28,669 shares of the company’s stock worth $691,000 after buying an additional 426 shares during the period. SteelPeak Wealth LLC lifted its holdings in shares of Schwab US Broad Market ETF by 2.0% during the second quarter. SteelPeak Wealth LLC now owns 21,842 shares of the company’s stock valued at $521,000 after acquiring an additional 427 shares during the period. Frazier Financial Advisors LLC grew its holdings in shares of Schwab US Broad Market ETF by 18.7% in the 2nd quarter. Frazier Financial Advisors LLC now owns 2,756 shares of the company’s stock worth $66,000 after purchasing an additional 434 shares during the last quarter. ACT Wealth Management LLC grew its holdings in shares of Schwab US Broad Market ETF by 4.2% in the 2nd quarter. ACT Wealth Management LLC now owns 11,200 shares of the company’s stock worth $267,000 after purchasing an additional 447 shares during the last quarter. Finally, AA Financial Advisors LLC increased its position in shares of Schwab US Broad Market ETF by 3.3% during the 2nd quarter. AA Financial Advisors LLC now owns 14,169 shares of the company’s stock worth $338,000 after purchasing an additional 452 shares in the last quarter.

Schwab US Broad Market ETF Stock Up 1.1%

NYSEARCA:SCHB opened at $25.91 on Tuesday. The firm has a market cap of $37.66 billion, a PE ratio of 25.08 and a beta of 1.03. Schwab US Broad Market ETF has a 12 month low of $18.52 and a 12 month high of $26.01. The company’s 50-day moving average price is $25.32 and its two-hundred day moving average price is $23.64.

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.