Schwab US Broad Market ETF $SCHB Stock Sold by Curated Wealth Partners LLC

Curated Wealth Partners LLC trimmed its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 87.3% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 22,996 shares of the company’s stock after selling 157,749 shares during the period. Curated Wealth Partners LLC’s holdings in Schwab US Broad Market ETF were worth $674,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the company. Markowski Investments acquired a new position in shares of Schwab US Broad Market ETF in the second quarter worth $31,000. Financial Life Planners bought a new stake in Schwab US Broad Market ETF in the 1st quarter valued at $27,000. Bayban acquired a new stake in Schwab US Broad Market ETF during the fourth quarter worth $33,000. Compass Financial Management LLC bought a new stake in shares of Schwab US Broad Market ETF in the 2nd quarter valued at approximately $38,000. Finally, Sound Income Strategies LLC acquired a new position in Schwab US Broad Market ETF in the first quarter valued at about $35,000.

Schwab US Broad Market ETF Price Performance

Shares of Schwab US Broad Market ETF stock opened at $29.63 on Friday. Schwab US Broad Market ETF has a fifty-two week low of $24.28 and a fifty-two week high of $30.15. The firm has a 50 day simple moving average of $29.64 and a 200 day simple moving average of $28.71. The firm has a market cap of $44.95 billion, a P/E ratio of 25.08 and a beta of 1.02.

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.