Legacy Private Trust Co. Boosts Stake in Schwab US Broad Market ETF $SCHB

Legacy Private Trust Co. boosted its stake in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 17.2% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,374,564 shares of the company’s stock after purchasing an additional 201,811 shares during the quarter. Schwab US Broad Market ETF comprises about 2.1% of Legacy Private Trust Co.’s investment portfolio, making the stock its 9th largest holding. Legacy Private Trust Co. owned about 0.10% of Schwab US Broad Market ETF worth $32,756,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Apex Wealth Management LLC increased its stake in shares of Schwab US Broad Market ETF by 3.0% in the 1st quarter. Apex Wealth Management LLC now owns 17,518 shares of the company’s stock valued at $377,000 after acquiring an additional 509 shares during the last quarter. Broadleaf Partners LLC grew its holdings in Schwab US Broad Market ETF by 2.2% during the first quarter. Broadleaf Partners LLC now owns 24,019 shares of the company’s stock valued at $517,000 after purchasing an additional 511 shares during the period. Continuum Advisory LLC increased its stake in Schwab US Broad Market ETF by 0.9% in the fourth quarter. Continuum Advisory LLC now owns 59,616 shares of the company’s stock valued at $1,353,000 after purchasing an additional 539 shares in the last quarter. Somerset Group LLC raised its holdings in Schwab US Broad Market ETF by 3.8% in the first quarter. Somerset Group LLC now owns 14,837 shares of the company’s stock worth $319,000 after purchasing an additional 549 shares during the period. Finally, Geometric Wealth Advisors raised its holdings in Schwab US Broad Market ETF by 0.6% in the first quarter. Geometric Wealth Advisors now owns 89,289 shares of the company’s stock worth $1,922,000 after purchasing an additional 571 shares during the period.

Schwab US Broad Market ETF Stock Down 0.1%

Shares of SCHB stock opened at $25.41 on Monday. Schwab US Broad Market ETF has a 12-month low of $18.52 and a 12-month high of $25.48. The firm has a fifty day moving average of $24.60 and a 200-day moving average of $22.93. The firm has a market capitalization of $36.74 billion, a price-to-earnings ratio of 25.08 and a beta of 1.03.

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.