PDS Planning Inc Purchases 1,433 Shares of Schwab US Broad Market ETF (NYSEARCA:SCHB)

PDS Planning Inc raised its stake in Schwab US Broad Market ETF (NYSEARCA:SCHBGet Rating) by 28.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,393 shares of the company’s stock after acquiring an additional 1,433 shares during the period. PDS Planning Inc’s holdings in Schwab US Broad Market ETF were worth $282,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in SCHB. Wolff Wiese Magana LLC increased its holdings in Schwab US Broad Market ETF by 100.9% in the 1st quarter. Wolff Wiese Magana LLC now owns 466 shares of the company’s stock worth $25,000 after purchasing an additional 234 shares in the last quarter. Geneos Wealth Management Inc. grew its position in shares of Schwab US Broad Market ETF by 100.8% in the 1st quarter. Geneos Wealth Management Inc. now owns 488 shares of the company’s stock valued at $26,000 after buying an additional 245 shares during the last quarter. Oxford Financial Group Ltd. grew its position in shares of Schwab US Broad Market ETF by 100.0% in the 1st quarter. Oxford Financial Group Ltd. now owns 506 shares of the company’s stock valued at $27,000 after buying an additional 253 shares during the last quarter. Worth Asset Management LLC bought a new stake in shares of Schwab US Broad Market ETF in the 1st quarter valued at about $27,000. Finally, HighMark Wealth Management LLC grew its position in shares of Schwab US Broad Market ETF by 101.1% in the 1st quarter. HighMark Wealth Management LLC now owns 565 shares of the company’s stock valued at $30,000 after buying an additional 284 shares during the last quarter.

Schwab US Broad Market ETF Trading Down 1.1 %

NYSEARCA SCHB opened at $43.90 on Friday. The business’s 50-day moving average price is $47.45 and its two-hundred day moving average price is $48.19. Schwab US Broad Market ETF has a 12 month low of $42.60 and a 12 month high of $57.10.

Schwab US Broad Market ETF Profile

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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.

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Institutional Ownership by Quarter for Schwab US Broad Market ETF (NYSEARCA:SCHB)

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