Joseph P. Lucia & Associates LLC Purchases 226,756 Shares of Schwab US Broad Market ETF (NYSEARCA:SCHB)

Joseph P. Lucia & Associates LLC boosted its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 205.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 337,242 shares of the company’s stock after purchasing an additional 226,756 shares during the quarter. Schwab US Broad Market ETF comprises approximately 3.4% of Joseph P. Lucia & Associates LLC’s investment portfolio, making the stock its 3rd largest holding. Joseph P. Lucia & Associates LLC owned about 0.07% of Schwab US Broad Market ETF worth $7,655,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. IRON Financial LLC boosted its position in shares of Schwab US Broad Market ETF by 196.3% during the fourth quarter. IRON Financial LLC now owns 23,477 shares of the company’s stock valued at $533,000 after buying an additional 15,554 shares during the last quarter. Altus Wealth Management LLC lifted its stake in Schwab US Broad Market ETF by 200.9% during the 4th quarter. Altus Wealth Management LLC now owns 31,038 shares of the company’s stock valued at $705,000 after acquiring an additional 20,723 shares in the last quarter. Northwest Financial Advisors boosted its holdings in Schwab US Broad Market ETF by 194.8% during the 4th quarter. Northwest Financial Advisors now owns 8,860 shares of the company’s stock worth $201,000 after acquiring an additional 5,855 shares during the last quarter. Baldwin Wealth Partners LLC MA grew its stake in shares of Schwab US Broad Market ETF by 200.4% in the 4th quarter. Baldwin Wealth Partners LLC MA now owns 16,226 shares of the company’s stock worth $368,000 after acquiring an additional 10,824 shares in the last quarter. Finally, Foundations Investment Advisors LLC purchased a new stake in shares of Schwab US Broad Market ETF in the fourth quarter valued at about $415,000.

Schwab US Broad Market ETF Price Performance

SCHB opened at $23.27 on Tuesday. Schwab US Broad Market ETF has a fifty-two week low of $18.75 and a fifty-two week high of $23.73. The firm has a market capitalization of $10.70 billion, a P/E ratio of 25.24 and a beta of 1.02. The company’s 50-day moving average is $23.16 and its 200 day moving average is $22.27.

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.