Successful Portfolios LLC Sells 6,893 Shares of Schwab US Broad Market ETF $SCHB

Successful Portfolios LLC trimmed its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 3.2% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 210,724 shares of the company’s stock after selling 6,893 shares during the period. Schwab US Broad Market ETF makes up approximately 3.1% of Successful Portfolios LLC’s investment portfolio, making the stock its 8th largest holding. Successful Portfolios LLC’s holdings in Schwab US Broad Market ETF were worth $5,022,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of SCHB. Annis Gardner Whiting Capital Advisors LLC acquired a new position in shares of Schwab US Broad Market ETF during the first quarter valued at $25,000. Christopher J. Hasenberg Inc increased its holdings in shares of Schwab US Broad Market ETF by 310.6% during the second quarter. Christopher J. Hasenberg Inc now owns 1,084 shares of the company’s stock valued at $26,000 after purchasing an additional 820 shares during the period. Wealth Preservation Advisors LLC acquired a new position in shares of Schwab US Broad Market ETF during the first quarter valued at $30,000. Curat Global LLC acquired a new position in shares of Schwab US Broad Market ETF during the first quarter valued at $31,000. Finally, Kayne Anderson Rudnick Investment Management LLC acquired a new position in shares of Schwab US Broad Market ETF during the first quarter valued at $32,000.

Schwab US Broad Market ETF Stock Performance

Shares of SCHB opened at $25.84 on Friday. The firm has a market capitalization of $37.54 billion, a price-to-earnings ratio of 25.08 and a beta of 1.03. Schwab US Broad Market ETF has a one year low of $18.52 and a one year high of $25.99. The stock’s fifty day moving average is $25.03 and its 200-day moving average is $23.30.

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.