Schwab US Broad Market ETF $SCHB is Weinberger Asset Management Inc’s 5th Largest Position

Weinberger Asset Management Inc trimmed its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 7.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 481,787 shares of the company’s stock after selling 36,432 shares during the period. Schwab US Broad Market ETF comprises 4.6% of Weinberger Asset Management Inc’s investment portfolio, making the stock its 5th biggest holding. Weinberger Asset Management Inc’s holdings in Schwab US Broad Market ETF were worth $12,637,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of SCHB. Brighton Jones LLC increased its stake in Schwab US Broad Market ETF by 1,209.6% in the 4th quarter. Brighton Jones LLC now owns 228,625 shares of the company’s stock valued at $5,190,000 after purchasing an additional 211,168 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in Schwab US Broad Market ETF by 197.5% in the 4th quarter. Revolve Wealth Partners LLC now owns 21,510 shares of the company’s stock valued at $488,000 after purchasing an additional 14,279 shares in the last quarter. Goldman Sachs Group Inc. increased its stake in Schwab US Broad Market ETF by 50.4% in the 1st quarter. Goldman Sachs Group Inc. now owns 1,549,572 shares of the company’s stock valued at $33,362,000 after purchasing an additional 518,984 shares in the last quarter. Schnieders Capital Management LLC. purchased a new position in Schwab US Broad Market ETF in the 2nd quarter valued at approximately $218,000. Finally, Russell Investments Group Ltd. increased its stake in Schwab US Broad Market ETF by 18.5% in the 2nd quarter. Russell Investments Group Ltd. now owns 9,924 shares of the company’s stock valued at $236,000 after purchasing an additional 1,552 shares in the last quarter.

Schwab US Broad Market ETF Price Performance

NYSEARCA SCHB opened at $28.73 on Monday. Schwab US Broad Market ETF has a 1-year low of $22.16 and a 1-year high of $28.85. The company has a market capitalization of $42.48 billion, a P/E ratio of 25.08 and a beta of 1.02. The business has a 50 day moving average price of $26.79 and a 200 day moving average price of $26.50.

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. The types of derivatives used by the Fund are options, futures, options on futures and swaps.