Legacy Private Trust Co. Boosts Position in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Legacy Private Trust Co. increased its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 210.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,470,532 shares of the company’s stock after purchasing an additional 996,131 shares during the quarter. Schwab US Broad Market ETF makes up 2.2% of Legacy Private Trust Co.’s investment portfolio, making the stock its 8th biggest holding. Legacy Private Trust Co. owned approximately 0.32% of Schwab US Broad Market ETF worth $33,381,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Strategic Financial Concepts LLC grew its stake in Schwab US Broad Market ETF by 6,212.4% during the second quarter. Strategic Financial Concepts LLC now owns 4,696,336 shares of the company’s stock worth $291,000 after purchasing an additional 4,621,937 shares during the period. Rebalance LLC increased its stake in shares of Schwab US Broad Market ETF by 4.6% in the 3rd quarter. Rebalance LLC now owns 3,824,414 shares of the company’s stock valued at $254,400,000 after acquiring an additional 167,787 shares in the last quarter. Hengehold Capital Management LLC increased its stake in shares of Schwab US Broad Market ETF by 1.3% in the 3rd quarter. Hengehold Capital Management LLC now owns 3,056,040 shares of the company’s stock valued at $203,288,000 after acquiring an additional 38,823 shares in the last quarter. Strid Group LLC lifted its position in shares of Schwab US Broad Market ETF by 4.0% during the 3rd quarter. Strid Group LLC now owns 2,864,158 shares of the company’s stock valued at $190,524,000 after acquiring an additional 111,281 shares during the period. Finally, HighTower Advisors LLC boosted its stake in Schwab US Broad Market ETF by 7.8% during the third quarter. HighTower Advisors LLC now owns 2,660,625 shares of the company’s stock worth $177,000,000 after acquiring an additional 191,480 shares in the last quarter.

Schwab US Broad Market ETF Stock Up 0.1 %

SCHB traded up $0.02 during midday trading on Wednesday, hitting $22.85. The company had a trading volume of 4,089,447 shares, compared to its average volume of 4,037,500. The stock’s 50 day moving average price is $23.08 and its 200 day moving average price is $22.09. Schwab US Broad Market ETF has a 52 week low of $18.25 and a 52 week high of $23.73. The company has a market capitalization of $10.50 billion, a price-to-earnings ratio of 25.24 and a beta of 1.02.

Schwab US Broad Market ETF Company 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.