Kiley Juergens Wealth Management LLC Acquires 107,888 Shares of Schwab US Broad Market ETF (NYSEARCA:SCHB)

Kiley Juergens Wealth Management LLC lifted its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHBFree Report) by 180.6% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 167,615 shares of the company’s stock after acquiring an additional 107,888 shares during the quarter. Schwab US Broad Market ETF accounts for about 1.0% of Kiley Juergens Wealth Management LLC’s holdings, making the stock its 22nd biggest holding. Kiley Juergens Wealth Management LLC’s holdings in Schwab US Broad Market ETF were worth $3,805,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. HB Wealth Management LLC lifted its position in Schwab US Broad Market ETF by 192.5% in the fourth quarter. HB Wealth Management LLC now owns 6,505,668 shares of the company’s stock valued at $147,681,000 after purchasing an additional 4,281,591 shares during the last quarter. Ballentine Partners LLC raised its holdings in Schwab US Broad Market ETF by 192.7% during the 4th quarter. Ballentine Partners LLC now owns 3,122,833 shares of the company’s stock valued at $70,888,000 after buying an additional 2,055,961 shares during the last quarter. Cliftonlarsonallen Wealth Advisors LLC raised its holdings in Schwab US Broad Market ETF by 195.7% during the 4th quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 2,752,318 shares of the company’s stock valued at $62,478,000 after buying an additional 1,821,631 shares during the last quarter. Myecfo LLC boosted its position in Schwab US Broad Market ETF by 206.4% during the 4th quarter. Myecfo LLC now owns 2,270,249 shares of the company’s stock valued at $51,539,000 after buying an additional 1,529,275 shares during the period. Finally, Winthrop Advisory Group LLC grew its holdings in Schwab US Broad Market ETF by 270.0% in the 4th quarter. Winthrop Advisory Group LLC now owns 1,476,379 shares of the company’s stock worth $33,514,000 after acquiring an additional 1,077,345 shares during the last quarter.

Schwab US Broad Market ETF Trading Up 1.0 %

Shares of NYSEARCA:SCHB opened at $23.21 on Tuesday. The company has a 50-day moving average price of $23.12 and a 200-day moving average price of $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 12 month low of $18.34 and a 12 month high of $23.73.

About Schwab US Broad Market ETF

(Free Report)

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.

See Also

Institutional Ownership by Quarter for Schwab US Broad Market ETF (NYSEARCA:SCHB)

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