Bogart Wealth LLC Grows Stake in Schwab U S Broad Market ETF (SCHB)

Bogart Wealth LLC increased its position in shares of Schwab U S Broad Market ETF (NYSEARCA:SCHB) by 10.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 16,614 shares of the company’s stock after acquiring an additional 1,571 shares during the quarter. Bogart Wealth LLC’s holdings in Schwab U S Broad Market ETF were worth $1,072,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently made changes to their positions in the company. Crow Point Partners LLC boosted its position in shares of Schwab U S Broad Market ETF by 61.9% during the 4th quarter. Crow Point Partners LLC now owns 18,863 shares of the company’s stock valued at $1,222,000 after acquiring an additional 7,211 shares during the last quarter. Pure Financial Advisors Inc. lifted its position in Schwab U S Broad Market ETF by 39.9% in the fourth quarter. Pure Financial Advisors Inc. now owns 17,243 shares of the company’s stock valued at $1,112,000 after buying an additional 4,918 shares during the last quarter. First National Bank of Mount Dora Trust Investment Services acquired a new position in Schwab U S Broad Market ETF in the fourth quarter valued at about $742,000. P Solve Investments Ltd acquired a new position in Schwab U S Broad Market ETF in the third quarter valued at about $42,264,000. Finally, Vista Private Wealth Partners. LLC acquired a new position in Schwab U S Broad Market ETF in the third quarter valued at about $959,000.

Schwab U S Broad Market ETF (NYSEARCA SCHB) opened at $66.17 on Thursday. Schwab U S Broad Market ETF has a 1 year low of $54.53 and a 1 year high of $66.46.

The business also recently announced a quarterly dividend, which was paid on Friday, December 22nd. Shareholders of record on Tuesday, December 19th were given a $0.31 dividend. The ex-dividend date of this dividend was Monday, December 18th. This represents a $1.24 dividend on an annualized basis and a yield of 1.87%.

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Schwab U S 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.

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