YHB Investment Advisors Inc. Boosts Position in Schwab US Broad Market ETF (NYSEARCA:SCHB)

YHB Investment Advisors Inc. lifted its position in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 194.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 95,507 shares of the company’s stock after buying an additional 63,098 shares during the quarter. YHB Investment Advisors Inc.’s holdings in Schwab US Broad Market ETF were worth $2,168,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Hengehold Capital Management LLC boosted its holdings in Schwab US Broad Market ETF by 192.6% in the 4th quarter. Hengehold Capital Management LLC now owns 8,942,406 shares of the company’s stock valued at $202,993,000 after purchasing an additional 5,886,366 shares during the period. HB Wealth Management LLC grew its position in Schwab US Broad Market ETF by 192.5% during the fourth quarter. HB Wealth Management LLC now owns 6,505,668 shares of the company’s stock worth $147,681,000 after buying an additional 4,281,591 shares in the last quarter. Summit Financial Strategies Inc. increased its stake in Schwab US Broad Market ETF by 192.0% in the 4th quarter. Summit Financial Strategies Inc. now owns 4,053,079 shares of the company’s stock worth $92,005,000 after acquiring an additional 2,665,067 shares during the last quarter. Rebalance LLC lifted its position in Schwab US Broad Market ETF by 4.6% during the third quarter. Rebalance LLC now owns 3,824,414 shares of the company’s stock valued at $254,400,000 after purchasing an additional 167,787 shares during the last quarter. Finally, Ballentine Partners LLC lifted its holdings in shares of Schwab US Broad Market ETF by 192.7% during the 4th quarter. Ballentine Partners LLC now owns 3,122,833 shares of the company’s stock worth $70,888,000 after acquiring an additional 2,055,961 shares during the last quarter.

Schwab US Broad Market ETF Trading Down 1.4 %

SCHB opened at $23.27 on Tuesday. The stock has a market capitalization of $10.70 billion, a P/E ratio of 25.24 and a beta of 1.02. The stock has a 50-day moving average price of $23.16 and a 200-day moving average price of $22.27. Schwab US Broad Market ETF has a 12-month low of $18.75 and a 12-month high of $23.73.

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.