Three Bridge Wealth Advisors LLC Buys 7,548 Shares of Schwab US Broad Market ETF (NYSEARCA:SCHB)

Three Bridge Wealth Advisors LLC boosted its position in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 197.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 11,378 shares of the company’s stock after purchasing an additional 7,548 shares during the quarter. Three Bridge Wealth Advisors LLC’s holdings in Schwab US Broad Market ETF were worth $258,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in SCHB. Versant Capital Management Inc grew its position in shares of Schwab US Broad Market ETF by 201.0% in the 4th quarter. Versant Capital Management Inc now owns 14,004 shares of the company’s stock worth $318,000 after buying an additional 9,352 shares during the last quarter. Fulcrum Equity Management grew its holdings in Schwab US Broad Market ETF by 6.3% in the third quarter. Fulcrum Equity Management now owns 11,192 shares of the company’s stock worth $744,000 after purchasing an additional 668 shares during the last quarter. Wilmington Savings Fund Society FSB acquired a new position in shares of Schwab US Broad Market ETF during the third quarter worth $703,000. Franklin Resources Inc. increased its position in shares of Schwab US Broad Market ETF by 952.4% during the third quarter. Franklin Resources Inc. now owns 4,420 shares of the company’s stock worth $294,000 after purchasing an additional 4,000 shares in the last quarter. Finally, Tudor Financial Inc. purchased a new stake in shares of Schwab US Broad Market ETF during the 3rd quarter valued at $996,000.

Schwab US Broad Market ETF Price Performance

Shares of SCHB stock opened at $23.39 on Thursday. The stock’s fifty day moving average price is $23.20 and its 200 day moving average price is $22.44. Schwab US Broad Market ETF has a 1-year low of $19.04 and a 1-year high of $23.73. The company has a market cap of $10.75 billion, a price-to-earnings ratio of 25.24 and a beta of 1.02.

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.