S.A. Mason LLC Increases Stock Position in Schwab US Broad Market ETF (NYSEARCA:SCHB)

S.A. Mason LLC increased its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 200.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 69,550 shares of the company’s stock after acquiring an additional 46,375 shares during the quarter. Schwab US Broad Market ETF comprises about 0.8% of S.A. Mason LLC’s investment portfolio, making the stock its 26th biggest holding. S.A. Mason LLC’s holdings in Schwab US Broad Market ETF were worth $1,579,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of SCHB. Versant Capital Management Inc increased its stake in shares of Schwab US Broad Market ETF by 201.0% during the fourth quarter. Versant Capital Management Inc now owns 14,004 shares of the company’s stock valued at $318,000 after purchasing an additional 9,352 shares in the last quarter. Fulcrum Equity Management increased its position in Schwab US Broad Market ETF by 6.3% during the 3rd quarter. Fulcrum Equity Management now owns 11,192 shares of the company’s stock valued at $744,000 after buying an additional 668 shares in the last quarter. Wilmington Savings Fund Society FSB bought a new stake in Schwab US Broad Market ETF in the third quarter worth $703,000. Franklin Resources Inc. boosted its stake in Schwab US Broad Market ETF by 952.4% in the 3rd quarter. Franklin Resources Inc. now owns 4,420 shares of the company’s stock worth $294,000 after purchasing an additional 4,000 shares in the last quarter. Finally, Tudor Financial Inc. purchased a new stake in Schwab US Broad Market ETF during the 3rd quarter valued at about $996,000.

Schwab US Broad Market ETF Stock Performance

Shares of NYSEARCA SCHB opened at $23.36 on Monday. The company has a market cap of $10.74 billion, a PE ratio of 25.24 and a beta of 1.02. The firm’s 50 day moving average price is $23.20 and its 200-day moving average price is $22.32. Schwab US Broad Market ETF has a 52-week low of $18.75 and a 52-week high of $23.73.

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.