Schwab US Broad Market ETF $SCHB Stock Holdings Raised by Dodds Wealth LLC

Dodds Wealth LLC increased its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 5.8% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,079,492 shares of the company’s stock after acquiring an additional 58,984 shares during the period. Schwab US Broad Market ETF makes up about 7.1% of Dodds Wealth LLC’s portfolio, making the stock its 7th largest holding. Dodds Wealth LLC’s holdings in Schwab US Broad Market ETF were worth $31,640,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of SCHB. Commonwealth Equity Services LLC acquired a new stake in Schwab US Broad Market ETF in the third quarter valued at approximately $20,674,000. Kestra Private Wealth Services LLC raised its stake in shares of Schwab US Broad Market ETF by 13.9% during the 3rd quarter. Kestra Private Wealth Services LLC now owns 81,684 shares of the company’s stock worth $2,394,000 after buying an additional 9,962 shares during the period. Wrenne Financial Planning LLC raised its stake in shares of Schwab US Broad Market ETF by 5.6% during the 3rd quarter. Wrenne Financial Planning LLC now owns 488,707 shares of the company’s stock worth $14,324,000 after buying an additional 25,737 shares during the period. Chicago Partners Investment Group LLC lifted its position in shares of Schwab US Broad Market ETF by 6.6% during the 3rd quarter. Chicago Partners Investment Group LLC now owns 1,182,251 shares of the company’s stock valued at $34,510,000 after buying an additional 73,029 shares in the last quarter. Finally, Basso Capital Management L.P. purchased a new position in shares of Schwab US Broad Market ETF during the 3rd quarter valued at approximately $3,687,000.

Schwab US Broad Market ETF Price Performance

Shares of NYSEARCA:SCHB opened at $28.20 on Friday. The business’s 50 day moving average price is $29.49 and its 200-day moving average price is $28.16. Schwab US Broad Market ETF has a 1 year low of $24.28 and a 1 year high of $30.15. The firm has a market capitalization of $42.92 billion, a price-to-earnings ratio of 25.08 and a beta of 1.02.

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. The types of derivatives used by the Fund are options, futures, options on futures and swaps.