Schwab US Broad Market ETF (NYSEARCA:SCHB) Shares Purchased by Trevian Wealth Management LLC

Trevian Wealth Management LLC boosted its stake in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 200.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,022 shares of the company’s stock after purchasing an additional 6,681 shares during the period. Schwab US Broad Market ETF makes up about 0.2% of Trevian Wealth Management LLC’s investment portfolio, making the stock its 27th biggest holding. Trevian Wealth Management LLC’s holdings in Schwab US Broad Market ETF were worth $228,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in SCHB. Strategic Investment Solutions Inc. IL acquired a new stake in shares of Schwab US Broad Market ETF during the second quarter valued at about $28,000. Albion Financial Group UT grew its stake in shares of Schwab US Broad Market ETF by 200.0% during the fourth quarter. Albion Financial Group UT now owns 1,260 shares of the company’s stock valued at $29,000 after acquiring an additional 840 shares in the last quarter. Global Financial Private Client LLC grew its stake in shares of Schwab US Broad Market ETF by 200.0% during the fourth quarter. Global Financial Private Client LLC now owns 1,332 shares of the company’s stock valued at $30,000 after acquiring an additional 888 shares in the last quarter. GAMMA Investing LLC grew its stake in shares of Schwab US Broad Market ETF by 200.0% during the fourth quarter. GAMMA Investing LLC now owns 1,446 shares of the company’s stock valued at $33,000 after acquiring an additional 964 shares in the last quarter. Finally, Marquette Asset Management LLC grew its stake in shares of Schwab US Broad Market ETF by 200.0% during the fourth quarter. Marquette Asset Management LLC now owns 1,593 shares of the company’s stock valued at $36,000 after acquiring an additional 1,062 shares in the last quarter.

Schwab US Broad Market ETF Stock Performance

NYSEARCA:SCHB opened at $23.37 on Thursday. The company has a market capitalization of $10.74 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 $18.75 and a one year high of $23.73. The stock has a 50-day simple moving average of $23.18 and a 200 day simple moving average of $22.29.

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.