Juncture Wealth Strategies LLC decreased its position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 1.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,208,643 shares of the company’s stock after selling 17,603 shares during the period. Schwab US Broad Market ETF comprises 9.0% of Juncture Wealth Strategies LLC’s holdings, making the stock its 2nd largest holding. Juncture Wealth Strategies LLC’s holdings in Schwab US Broad Market ETF were worth $35,425,000 at the end of the most recent reporting period.
A number of other hedge funds have also added to or reduced their stakes in the company. Hanson & Doremus Investment Management raised its position in Schwab US Broad Market ETF by 0.5% during the first quarter. Hanson & Doremus Investment Management now owns 7,041,153 shares of the company’s stock valued at $176,733,000 after purchasing an additional 33,281 shares in the last quarter. Evergreen Advisors LLC boosted its holdings in shares of Schwab US Broad Market ETF by 1.8% in the 1st quarter. Evergreen Advisors LLC now owns 6,280,152 shares of the company’s stock valued at $157,632,000 after purchasing an additional 112,717 shares in the last quarter. HHM Wealth Advisors LLC increased its stake in shares of Schwab US Broad Market ETF by 2.2% in the 1st quarter. HHM Wealth Advisors LLC now owns 5,146,591 shares of the company’s stock valued at $129,179,000 after purchasing an additional 108,943 shares during the last quarter. Mariner LLC increased its stake in shares of Schwab US Broad Market ETF by 3.8% in the 4th quarter. Mariner LLC now owns 4,454,313 shares of the company’s stock valued at $116,847,000 after purchasing an additional 164,384 shares during the last quarter. Finally, Captrust Financial Advisors increased its stake in shares of Schwab US Broad Market ETF by 25.1% in the 4th quarter. Captrust Financial Advisors now owns 4,236,900 shares of the company’s stock valued at $111,134,000 after purchasing an additional 849,417 shares during the last quarter.
Schwab US Broad Market ETF Stock Performance
Shares of Schwab US Broad Market ETF stock traded up $0.16 during trading on Tuesday, reaching $29.97. 7,368,957 shares of the company’s stock were exchanged, compared to its average volume of 9,096,628. Schwab US Broad Market ETF has a 1-year low of $24.28 and a 1-year high of $30.15. The company has a market cap of $45.44 billion, a P/E ratio of 25.08 and a beta of 1.02. The firm’s 50-day moving average price is $29.53 and its 200 day moving average price is $28.45.
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.
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