Schwab US Broad Market ETF $SCHB Stock Holdings Lifted by TruNorth Capital Management LLC

TruNorth Capital Management LLC increased its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 0.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,090,429 shares of the company’s stock after buying an additional 19,118 shares during the period. Schwab US Broad Market ETF comprises approximately 25.3% of TruNorth Capital Management LLC’s investment portfolio, making the stock its largest holding. TruNorth Capital Management LLC owned approximately 0.35% of Schwab US Broad Market ETF worth $133,522,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Rebalance LLC lifted its position in shares of Schwab US Broad Market ETF by 3.3% during the 4th quarter. Rebalance LLC now owns 14,963,211 shares of the company’s stock valued at $392,485,000 after buying an additional 483,144 shares in the last quarter. HighTower Advisors LLC lifted its holdings in Schwab US Broad Market ETF by 11.0% in the 4th quarter. HighTower Advisors LLC now owns 8,631,797 shares of the company’s stock valued at $226,412,000 after purchasing an additional 854,800 shares in the last quarter. Bouchey Financial Group Ltd lifted its holdings in Schwab US Broad Market ETF by 0.5% in the 3rd quarter. Bouchey Financial Group Ltd now owns 8,318,386 shares of the company’s stock valued at $213,866,000 after purchasing an additional 42,459 shares in the last quarter. Hanson & Doremus Investment Management lifted its holdings in Schwab US Broad Market ETF by 7.6% in the 4th quarter. Hanson & Doremus Investment Management now owns 7,007,872 shares of the company’s stock valued at $183,816,000 after purchasing an additional 493,815 shares in the last quarter. Finally, Evergreen Advisors LLC purchased a new position in Schwab US Broad Market ETF in the 4th quarter valued at $161,772,000.

Schwab US Broad Market ETF Stock Performance

Shares of SCHB stock opened at $29.24 on Friday. The stock’s fifty day moving average is $27.43 and its two-hundred day moving average is $26.69. The firm has a market capitalization of $43.24 billion, a P/E ratio of 25.08 and a beta of 1.02. Schwab US Broad Market ETF has a fifty-two week low of $22.81 and a fifty-two week high of $29.35.

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