Wealth Enhancement Advisory Services LLC Has $13.06 Million Stake in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Wealth Enhancement Advisory Services LLC decreased its position in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 0.5% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 131,778 shares of the company’s stock after selling 722 shares during the quarter. Wealth Enhancement Advisory Services LLC owned 0.06% of Schwab US Broad Market ETF worth $13,055,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. FMR LLC increased its holdings in shares of Schwab US Broad Market ETF by 1.4% during the first quarter. FMR LLC now owns 18,728 shares of the company’s stock worth $1,266,000 after buying an additional 261 shares in the last quarter. Ironwood Wealth Management LLC. increased its holdings in Schwab US Broad Market ETF by 15.4% during the 4th quarter. Ironwood Wealth Management LLC. now owns 2,212 shares of the company’s stock valued at $201,000 after purchasing an additional 296 shares in the last quarter. AE Wealth Management LLC raised its position in Schwab US Broad Market ETF by 23.2% in the 4th quarter. AE Wealth Management LLC now owns 3,308 shares of the company’s stock valued at $301,000 after purchasing an additional 623 shares during the last quarter. Camden Capital LLC acquired a new position in Schwab US Broad Market ETF in the fourth quarter worth $204,000. Finally, Marshall Financial Group Inc. ADV grew its holdings in shares of Schwab US Broad Market ETF by 22.8% during the fourth quarter. Marshall Financial Group Inc. ADV now owns 123,398 shares of the company’s stock worth $11,228,000 after purchasing an additional 22,948 shares during the last quarter.

Shares of Schwab US Broad Market ETF stock traded down $0.02 during trading on Friday, reaching $103.08. The company’s stock had a trading volume of 2,192 shares, compared to its average volume of 568,697. The stock has a 50-day moving average of $101.04. Schwab US Broad Market ETF has a one year low of $70.37 and a one year high of $103.32.

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.

Further Reading: Intrinsic Value and Stock Selection

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

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