Bordeaux Wealth Advisors LLC Has $484,000 Holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Bordeaux Wealth Advisors LLC increased its position in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 45.6% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 7,701 shares of the company’s stock after purchasing an additional 2,412 shares during the period. Bordeaux Wealth Advisors LLC’s holdings in Schwab US Broad Market ETF were worth $484,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in SCHB. Nicholas Hoffman & Company LLC. lifted its stake in Schwab US Broad Market ETF by 1.2% in the 2nd quarter. Nicholas Hoffman & Company LLC. now owns 23,623 shares of the company’s stock worth $1,485,000 after acquiring an additional 270 shares in the last quarter. Sage Financial Group Inc. lifted its position in shares of Schwab US Broad Market ETF by 22.7% in the second quarter. Sage Financial Group Inc. now owns 6,767 shares of the company’s stock worth $425,000 after purchasing an additional 1,254 shares in the last quarter. Carmichael Hill & Associates Inc. boosted its holdings in shares of Schwab US Broad Market ETF by 1.1% during the second quarter. Carmichael Hill & Associates Inc. now owns 166,863 shares of the company’s stock worth $10,491,000 after purchasing an additional 1,882 shares during the period. Belpointe Asset Management LLC grew its position in Schwab US Broad Market ETF by 43.9% during the second quarter. Belpointe Asset Management LLC now owns 17,168 shares of the company’s stock valued at $1,079,000 after purchasing an additional 5,241 shares in the last quarter. Finally, Index Fund Advisors Inc. grew its position in Schwab US Broad Market ETF by 7.0% during the second quarter. Index Fund Advisors Inc. now owns 4,974 shares of the company’s stock valued at $313,000 after purchasing an additional 327 shares in the last quarter.

Schwab US Broad Market ETF Stock Down 0.3 %

SCHB stock opened at $63.62 on Friday. The company has a 50 day moving average of $63.65 and a two-hundred day moving average of $61.57. The company has a market cap of $29.25 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 $47.46 and a 12-month high of $65.57.

About Schwab US Broad Market ETF

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.