Circle Wealth Management LLC Sells 25,890 Shares of Schwab US Broad Market ETF (SCHB)

Circle Wealth Management LLC decreased its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 4.8% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 513,423 shares of the company’s stock after selling 25,890 shares during the period. Schwab US Broad Market ETF makes up approximately 11.5% of Circle Wealth Management LLC’s investment portfolio, making the stock its 3rd largest holding. Circle Wealth Management LLC’s holdings in Schwab US Broad Market ETF were worth $30,769,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Berman Capital Advisors LLC purchased a new stake in Schwab US Broad Market ETF in the fourth quarter valued at approximately $26,000. Howe & Rusling Inc. lifted its holdings in Schwab US Broad Market ETF by 788.9% in the fourth quarter. Howe & Rusling Inc. now owns 480 shares of the company’s stock valued at $29,000 after acquiring an additional 426 shares during the period. Main Management LLC acquired a new position in Schwab US Broad Market ETF in the fourth quarter valued at approximately $35,000. NewSquare Capital LLC acquired a new position in Schwab US Broad Market ETF in the fourth quarter valued at approximately $37,000. Finally, Laurel Wealth Advisors LLC acquired a new position in Schwab US Broad Market ETF in the fourth quarter valued at approximately $46,000.

Shares of NYSEARCA:SCHB opened at $68.32 on Wednesday. Schwab US Broad Market ETF has a 12-month low of $56.12 and a 12-month high of $71.36.

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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.

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Want to see what other hedge funds are holding SCHB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Broad Market ETF (NYSEARCA:SCHB).

Institutional Ownership by Quarter for Schwab US Broad Market ETF (NYSEARCA:SCHB)

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