Brio Consultants LLC Has $1.07 Million Stock Position in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Brio Consultants LLC increased its position in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 302.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 47,242 shares of the company’s stock after buying an additional 35,505 shares during the period. Brio Consultants LLC’s holdings in Schwab US Broad Market ETF were worth $1,072,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Versant Capital Management Inc increased its holdings in shares of Schwab US Broad Market ETF by 201.0% during the fourth quarter. Versant Capital Management Inc now owns 14,004 shares of the company’s stock valued at $318,000 after acquiring an additional 9,352 shares in the last quarter. Fulcrum Equity Management increased its stake in Schwab US Broad Market ETF by 6.3% during the 3rd quarter. Fulcrum Equity Management now owns 11,192 shares of the company’s stock valued at $744,000 after purchasing an additional 668 shares in the last quarter. Wilmington Savings Fund Society FSB acquired a new position in Schwab US Broad Market ETF during the third quarter worth $703,000. Franklin Resources Inc. lifted its stake in shares of Schwab US Broad Market ETF by 952.4% in the third quarter. Franklin Resources Inc. now owns 4,420 shares of the company’s stock valued at $294,000 after buying an additional 4,000 shares in the last quarter. Finally, Tudor Financial Inc. acquired a new position in shares of Schwab US Broad Market ETF during the third quarter valued at about $996,000.

Schwab US Broad Market ETF Price Performance

NYSEARCA:SCHB opened at $23.36 on Friday. Schwab US Broad Market ETF has a one year low of $18.75 and a one year high of $23.73. The company has a market cap of $10.74 billion, a PE ratio of 25.24 and a beta of 1.02. The firm has a 50-day moving average of $23.20 and a 200-day moving average of $22.31.

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.