Schwab US Broad Market ETF $SCHB Shares Sold by Milestone Investment Advisors LLC

Milestone Investment Advisors LLC lowered its position in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 4.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 541,444 shares of the company’s stock after selling 22,878 shares during the period. Schwab US Broad Market ETF makes up approximately 3.4% of Milestone Investment Advisors LLC’s investment portfolio, making the stock its 6th largest holding. Milestone Investment Advisors LLC’s holdings in Schwab US Broad Market ETF were worth $14,202,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of SCHB. IMA Advisory Services Inc. boosted its holdings in shares of Schwab US Broad Market ETF by 5.0% in the 4th quarter. IMA Advisory Services Inc. now owns 872,697 shares of the company’s stock valued at $22,891,000 after acquiring an additional 41,745 shares during the last quarter. Peachtree Investment Partners LLC boosted its holdings in Schwab US Broad Market ETF by 4.3% in the fourth quarter. Peachtree Investment Partners LLC now owns 75,941 shares of the company’s stock valued at $1,992,000 after purchasing an additional 3,103 shares during the last quarter. MCF Advisors LLC boosted its holdings in Schwab US Broad Market ETF by 49.0% in the fourth quarter. MCF Advisors LLC now owns 45,086 shares of the company’s stock valued at $1,183,000 after purchasing an additional 14,836 shares during the last quarter. First Command Advisory Services Inc. acquired a new stake in Schwab US Broad Market ETF during the 4th quarter worth about $203,000. Finally, OneAscent Financial Services LLC raised its stake in shares of Schwab US Broad Market ETF by 8.6% during the 4th quarter. OneAscent Financial Services LLC now owns 226,925 shares of the company’s stock valued at $5,952,000 after buying an additional 17,970 shares during the last quarter.

Schwab US Broad Market ETF Price Performance

Shares of SCHB stock opened at $28.45 on Monday. The stock has a market cap of $42.07 billion, a PE ratio of 25.08 and a beta of 1.02. The business has a 50-day simple moving average of $27.50 and a 200-day simple moving average of $26.71. Schwab US Broad Market ETF has a 52-week low of $22.88 and a 52-week high of $29.35.

Schwab US Broad Market ETF 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. The types of derivatives used by the Fund are options, futures, options on futures and swaps.