Schwab US Broad Market ETF (NYSEARCA:SCHB) Shares Sold by Blue Bell Private Wealth Management LLC

Blue Bell Private Wealth Management LLC trimmed its position in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 1.2% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 211,299 shares of the company’s stock after selling 2,613 shares during the period. Schwab US Broad Market ETF comprises about 2.7% of Blue Bell Private Wealth Management LLC’s portfolio, making the stock its 5th largest holding. Blue Bell Private Wealth Management LLC’s holdings in Schwab US Broad Market ETF were worth $13,284,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of SCHB. Altus Wealth Management LLC increased its position in shares of Schwab US Broad Market ETF by 1.6% during the second quarter. Altus Wealth Management LLC now owns 9,988 shares of the company’s stock worth $628,000 after purchasing an additional 158 shares in the last quarter. Kiley Juergens Wealth Management LLC boosted its stake in Schwab US Broad Market ETF by 0.3% during the 2nd quarter. Kiley Juergens Wealth Management LLC now owns 59,475 shares of the company’s stock worth $3,739,000 after purchasing an additional 163 shares during the last quarter. Larson Financial Group LLC grew its holdings in shares of Schwab US Broad Market ETF by 3.7% during the first quarter. Larson Financial Group LLC now owns 4,776 shares of the company’s stock worth $292,000 after buying an additional 170 shares in the last quarter. Valeo Financial Advisors LLC grew its holdings in shares of Schwab US Broad Market ETF by 4.1% during the first quarter. Valeo Financial Advisors LLC now owns 4,708 shares of the company’s stock worth $277,000 after buying an additional 185 shares in the last quarter. Finally, Builder Investment Group Inc. ADV raised its position in shares of Schwab US Broad Market ETF by 2.0% in the second quarter. Builder Investment Group Inc. ADV now owns 9,317 shares of the company’s stock valued at $586,000 after buying an additional 186 shares during the last quarter.

Schwab US Broad Market ETF Trading Down 0.3 %

SCHB opened at $63.62 on Friday. Schwab US Broad Market ETF has a twelve month low of $47.46 and a twelve month high of $65.57. The firm has a market capitalization of $29.25 billion, a PE ratio of 25.24 and a beta of 1.02. The firm’s 50-day moving average price is $63.65 and its 200 day moving average price is $61.57.

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.