Corient Private Wealth LLC Acquires 111,818 Shares of Schwab US Broad Market ETF (NYSEARCA:SCHB)

Corient Private Wealth LLC raised its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 85.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 241,995 shares of the company’s stock after buying an additional 111,818 shares during the quarter. Corient Private Wealth LLC owned about 0.05% of Schwab US Broad Market ETF worth $13,472,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also added to or reduced their stakes in SCHB. Lee Financial Co purchased a new position in Schwab US Broad Market ETF in the third quarter valued at about $35,000. Creative Financial Designs Inc. ADV increased its stake in shares of Schwab US Broad Market ETF by 55.3% in the 4th quarter. Creative Financial Designs Inc. ADV now owns 621 shares of the company’s stock worth $35,000 after acquiring an additional 221 shares during the last quarter. BKM Wealth Management LLC acquired a new stake in shares of Schwab US Broad Market ETF during the 4th quarter worth about $41,000. Bfsg LLC purchased a new position in Schwab US Broad Market ETF during the 4th quarter valued at about $41,000. Finally, Evolution Advisers Inc. grew its position in shares of Schwab US Broad Market ETF by 33.8% during the fourth quarter. Evolution Advisers Inc. now owns 756 shares of the company’s stock worth $42,000 after buying an additional 191 shares in the last quarter.

Schwab US Broad Market ETF Trading Up 0.6 %

Shares of NYSEARCA SCHB traded up $0.38 during mid-day trading on Friday, reaching $61.47. The company had a trading volume of 4,523,792 shares, compared to its average volume of 860,516. Schwab US Broad Market ETF has a 52-week low of $47.46 and a 52-week high of $61.97. The stock has a market cap of $28.26 billion, a P/E ratio of 25.24 and a beta of 1.02. The firm has a 50 day simple moving average of $60.07 and a two-hundred day simple moving average of $57.31.

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.