33,898 Shares in Schwab US Broad Market ETF $SCHB Purchased by Rockwood Wealth Management LLC

Rockwood Wealth Management LLC purchased a new stake in Schwab US Broad Market ETF (NYSEARCA:SCHB) in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 33,898 shares of the company’s stock, valued at approximately $851,000.

Other large investors also recently made changes to their positions in the company. Donaldson Capital Management LLC grew its holdings in shares of Schwab US Broad Market ETF by 14.3% in the 4th quarter. Donaldson Capital Management LLC now owns 192,702 shares of the company’s stock worth $5,055,000 after acquiring an additional 24,114 shares during the last quarter. Sunburst Financial Group LLC lifted its holdings in shares of Schwab US Broad Market ETF by 1.9% during the fourth quarter. Sunburst Financial Group LLC now owns 2,126,176 shares of the company’s stock valued at $55,770,000 after purchasing an additional 39,321 shares during the last quarter. Farrow Financial Inc. boosted its position in shares of Schwab US Broad Market ETF by 47.1% in the 4th quarter. Farrow Financial Inc. now owns 83,285 shares of the company’s stock valued at $2,185,000 after purchasing an additional 26,673 shares during the period. Dorato Capital Management acquired a new position in shares of Schwab US Broad Market ETF in the 4th quarter valued at $2,500,000. Finally, Farther Finance Advisors LLC increased its stake in Schwab US Broad Market ETF by 52.3% in the 4th quarter. Farther Finance Advisors LLC now owns 662,755 shares of the company’s stock worth $17,384,000 after purchasing an additional 227,602 shares in the last quarter.

Schwab US Broad Market ETF Trading Down 0.5%

NYSEARCA SCHB opened at $28.94 on Wednesday. Schwab US Broad Market ETF has a 1 year low of $23.83 and a 1 year high of $29.35. The company has a market cap of $43.22 billion, a PE ratio of 25.08 and a beta of 1.02. The stock’s 50-day moving average price is $28.61 and its two-hundred day moving average price is $27.13.

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.