Schwab US Broad Market ETF (NYSEARCA:SCHB) Shares Purchased by Great Waters Wealth Management

Great Waters Wealth Management grew its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 193.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 104,942 shares of the company’s stock after purchasing an additional 69,221 shares during the quarter. Schwab US Broad Market ETF makes up about 0.3% of Great Waters Wealth Management’s portfolio, making the stock its 22nd biggest holding. Great Waters Wealth Management’s holdings in Schwab US Broad Market ETF were worth $2,382,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of SCHB. Transform Wealth LLC boosted its position in Schwab US Broad Market ETF by 376.3% during the fourth quarter. Transform Wealth LLC now owns 1,084,336 shares of the company’s stock worth $24,614,000 after acquiring an additional 856,655 shares during the last quarter. Chesley Taft & Associates LLC lifted its stake in Schwab US Broad Market ETF by 240.0% in the 4th quarter. Chesley Taft & Associates LLC now owns 66,679 shares of the company’s stock worth $1,514,000 after purchasing an additional 47,067 shares in the last quarter. Alpha Cubed Investments LLC lifted its stake in Schwab US Broad Market ETF by 142.6% in the 4th quarter. Alpha Cubed Investments LLC now owns 10,186 shares of the company’s stock worth $231,000 after purchasing an additional 5,988 shares in the last quarter. Segment Wealth Management LLC boosted its holdings in shares of Schwab US Broad Market ETF by 209.5% during the 4th quarter. Segment Wealth Management LLC now owns 100,334 shares of the company’s stock worth $2,278,000 after purchasing an additional 67,917 shares during the last quarter. Finally, Kiley Juergens Wealth Management LLC grew its position in shares of Schwab US Broad Market ETF by 180.6% in the fourth quarter. Kiley Juergens Wealth Management LLC now owns 167,615 shares of the company’s stock valued at $3,805,000 after purchasing an additional 107,888 shares in the last quarter.

Schwab US Broad Market ETF Stock Performance

Shares of Schwab US Broad Market ETF stock opened at $23.21 on Tuesday. The business’s 50 day moving average price is $23.12 and its 200 day moving average price is $22.21. The company has a market cap of $10.67 billion, a price-to-earnings ratio of 25.24 and a beta of 1.02. Schwab US Broad Market ETF has a one year low of $18.34 and a one year high of $23.73.

Schwab US 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.