Heritage Financial Services LLC Acquires New Position in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Heritage Financial Services LLC bought a new position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 7,872 shares of the company’s stock, valued at approximately $438,000.

A number of other hedge funds have also bought and sold shares of SCHB. Capital Investment Advisors LLC purchased a new position in shares of Schwab US Broad Market ETF in the third quarter worth about $234,000. Impact Partnership Wealth LLC acquired a new position in Schwab US Broad Market ETF in the 3rd quarter worth approximately $46,000. Gemmer Asset Management LLC raised its position in Schwab US Broad Market ETF by 2.1% during the 3rd quarter. Gemmer Asset Management LLC now owns 343,115 shares of the company’s stock worth $17,104,000 after buying an additional 6,969 shares during the last quarter. SOL Capital Management CO lifted its stake in Schwab US Broad Market ETF by 2.5% during the 3rd quarter. SOL Capital Management CO now owns 22,609 shares of the company’s stock valued at $1,127,000 after acquiring an additional 553 shares during the period. Finally, Red Door Wealth Management LLC boosted its holdings in shares of Schwab US Broad Market ETF by 1.5% in the 3rd quarter. Red Door Wealth Management LLC now owns 80,537 shares of the company’s stock valued at $4,015,000 after acquiring an additional 1,169 shares during the last quarter.

Schwab US Broad Market ETF Stock Up 0.9 %

Shares of SCHB stock 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 stock has a market cap of $27.16 billion, a PE ratio of 24.20 and a beta of 1.03. The business has a 50-day simple moving average of $59.59 and a 200-day simple moving average of $55.82.

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.