North Star Asset Management Inc. Has $69.10 Million Stake in Schwab US Broad Market ETF $SCHB

North Star Asset Management Inc. lifted its position in Schwab US Broad Market ETF (NYSEARCA:SCHBFree Report) by 0.9% during the 3rd quarter, HoldingsChannel reports. The firm owned 2,687,620 shares of the company’s stock after acquiring an additional 23,164 shares during the quarter. Schwab US Broad Market ETF accounts for about 2.8% of North Star Asset Management Inc.’s investment portfolio, making the stock its 3rd largest holding. North Star Asset Management Inc.’s holdings in Schwab US Broad Market ETF were worth $69,099,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the company. Zhang Financial LLC grew its holdings in Schwab US Broad Market ETF by 14.5% during the 3rd quarter. Zhang Financial LLC now owns 650,806 shares of the company’s stock valued at $16,732,000 after buying an additional 82,547 shares in the last quarter. Wrenne Financial Planning LLC lifted its position in Schwab US Broad Market ETF by 3.2% during the third quarter. Wrenne Financial Planning LLC now owns 375,640 shares of the company’s stock valued at $9,658,000 after purchasing an additional 11,568 shares during the last quarter. Wilkins Miller Wealth Management LLC increased its holdings in shares of Schwab US Broad Market ETF by 1.9% in the 3rd quarter. Wilkins Miller Wealth Management LLC now owns 126,217 shares of the company’s stock worth $3,245,000 after buying an additional 2,403 shares during the last quarter. Compound Planning Inc. raised its position in shares of Schwab US Broad Market ETF by 1.4% during the 3rd quarter. Compound Planning Inc. now owns 638,141 shares of the company’s stock valued at $16,407,000 after buying an additional 8,765 shares in the last quarter. Finally, EverSource Wealth Advisors LLC lifted its holdings in shares of Schwab US Broad Market ETF by 626.4% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 50,881 shares of the company’s stock valued at $1,308,000 after acquiring an additional 43,876 shares during the last quarter.

Schwab US Broad Market ETF Trading Up 0.8%

SCHB opened at $26.52 on Wednesday. The stock has a 50-day moving average of $26.53 and a 200 day moving average of $25.96. Schwab US Broad Market ETF has a 12 month low of $18.52 and a 12 month high of $26.94. The firm has a market cap of $38.64 billion, a P/E ratio of 25.08 and a beta of 1.02.

About Schwab US Broad Market ETF

(Free Report)

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.

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

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