Schwab US Broad Market ETF $SCHB Shares Sold by Evensky & Katz LLC

Evensky & Katz LLC lowered its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 2.7% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 8,780,332 shares of the company’s stock after selling 240,407 shares during the quarter. Schwab US Broad Market ETF comprises about 12.8% of Evensky & Katz LLC’s investment portfolio, making the stock its largest position. Evensky & Katz LLC’s holdings in Schwab US Broad Market ETF were worth $209,235,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in the business. Belpointe Asset Management LLC increased its stake in shares of Schwab US Broad Market ETF by 14.5% in the second quarter. Belpointe Asset Management LLC now owns 68,661 shares of the company’s stock valued at $1,636,000 after buying an additional 8,718 shares in the last quarter. Valley National Advisers Inc. lifted its position in Schwab US Broad Market ETF by 0.7% during the 2nd quarter. Valley National Advisers Inc. now owns 1,111,401 shares of the company’s stock worth $26,484,000 after buying an additional 7,579 shares in the last quarter. PUREfi Wealth LLC bought a new stake in Schwab US Broad Market ETF during the 2nd quarter worth about $294,000. Joule Financial LLC grew its holdings in Schwab US Broad Market ETF by 338.9% during the 2nd quarter. Joule Financial LLC now owns 189,787 shares of the company’s stock worth $4,523,000 after acquiring an additional 146,542 shares during the last quarter. Finally, Three Bridge Wealth Advisors LLC increased its position in Schwab US Broad Market ETF by 117.5% in the 2nd quarter. Three Bridge Wealth Advisors LLC now owns 24,052 shares of the company’s stock valued at $573,000 after acquiring an additional 12,996 shares in the last quarter.

Schwab US Broad Market ETF Trading Up 0.0%

Shares of NYSEARCA SCHB opened at $25.84 on Monday. Schwab US Broad Market ETF has a 1-year low of $18.52 and a 1-year high of $25.99. The company has a 50-day moving average of $25.03 and a two-hundred day moving average of $23.32. The company has a market cap of $37.54 billion, a PE ratio of 25.08 and a beta of 1.03.

Schwab US Broad Market ETF Company 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.