Schwab US Broad Market ETF (NYSEARCA:SCHB) is Callan Capital LLC’s Largest Position

Callan Capital LLC boosted its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 2.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,125,616 shares of the company’s stock after buying an additional 43,432 shares during the period. Schwab US Broad Market ETF makes up 11.2% of Callan Capital LLC’s investment portfolio, making the stock its biggest holding. Callan Capital LLC’s holdings in Schwab US Broad Market ETF were worth $118,333,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of SCHB. Evolution Advisers Inc. grew its position in shares of Schwab US Broad Market ETF by 33.8% during the 4th quarter. Evolution Advisers Inc. now owns 756 shares of the company’s stock valued at $42,000 after purchasing an additional 191 shares in the last quarter. Capital Investment Advisors LLC grew its position in shares of Schwab US Broad Market ETF by 4.1% during the 4th quarter. Capital Investment Advisors LLC now owns 4,888 shares of the company’s stock valued at $272,000 after purchasing an additional 192 shares in the last quarter. Hendershot Investments Inc. lifted its holdings in shares of Schwab US Broad Market ETF by 0.8% during the 3rd quarter. Hendershot Investments Inc. now owns 27,652 shares of the company’s stock worth $1,378,000 after acquiring an additional 211 shares during the last quarter. Kades & Cheifetz LLC lifted its holdings in shares of Schwab US Broad Market ETF by 2.8% during the 4th quarter. Kades & Cheifetz LLC now owns 8,215 shares of the company’s stock worth $457,000 after acquiring an additional 220 shares during the last quarter. Finally, Creative Financial Designs Inc. ADV lifted its holdings in shares of Schwab US Broad Market ETF by 55.3% during the 4th quarter. Creative Financial Designs Inc. ADV now owns 621 shares of the company’s stock worth $35,000 after acquiring an additional 221 shares during the last quarter.

Schwab US Broad Market ETF Stock Performance

NYSEARCA SCHB opened at $59.11 on Friday. Schwab US Broad Market ETF has a 52-week low of $46.92 and a 52-week high of $61.18. The company has a market capitalization of $27.11 billion, a P/E ratio of 24.49 and a beta of 1.03. The company has a fifty day moving average of $59.59 and a 200-day moving average of $55.78.

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.