Rothschild Wealth LLC Makes New Investment in Schwab US Broad Market ETF $SCHB

Rothschild Wealth LLC purchased a new position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased 777,682 shares of the company’s stock, valued at approximately $20,399,000. Schwab US Broad Market ETF accounts for 2.0% of Rothschild Wealth LLC’s portfolio, making the stock its 4th largest holding. Rothschild Wealth LLC owned 0.05% of Schwab US Broad Market ETF as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Donaldson Capital Management LLC grew its holdings in Schwab US Broad Market ETF by 14.3% during the 4th quarter. Donaldson Capital Management LLC now owns 192,702 shares of the company’s stock worth $5,055,000 after acquiring an additional 24,114 shares during the period. Sunburst Financial Group LLC raised its holdings in shares of Schwab US Broad Market ETF by 1.9% during the fourth quarter. Sunburst Financial Group LLC now owns 2,126,176 shares of the company’s stock valued at $55,770,000 after purchasing an additional 39,321 shares during the period. Farrow Financial Inc. raised its holdings in shares of Schwab US Broad Market ETF by 47.1% during the fourth quarter. Farrow Financial Inc. now owns 83,285 shares of the company’s stock valued at $2,185,000 after purchasing an additional 26,673 shares during the period. Dorato Capital Management acquired a new position in shares of Schwab US Broad Market ETF during the fourth quarter valued at about $2,500,000. Finally, Sjbenen Advisory LLC acquired a new position in shares of Schwab US Broad Market ETF during the fourth quarter valued at about $2,758,000.

Schwab US Broad Market ETF Trading Down 0.7%

Shares of NYSEARCA SCHB opened at $29.00 on Wednesday. The firm’s 50-day moving average price is $28.01 and its 200-day moving average price is $26.86. Schwab US Broad Market ETF has a 1-year low of $22.88 and a 1-year high of $29.35. The firm has a market capitalization of $42.88 billion, a P/E ratio of 25.08 and a beta of 1.02.

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. The types of derivatives used by the Fund are options, futures, options on futures and swaps.