Kiley Juergens Wealth Management LLC Sells 243 Shares of Schwab US Broad Market ETF (NYSEARCA:SCHB)

Kiley Juergens Wealth Management LLC decreased its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHBFree Report) by 0.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 59,671 shares of the company’s stock after selling 243 shares during the quarter. Schwab US Broad Market ETF comprises approximately 1.1% of Kiley Juergens Wealth Management LLC’s investment portfolio, making the stock its 23rd biggest holding. Kiley Juergens Wealth Management LLC’s holdings in Schwab US Broad Market ETF were worth $3,322,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Moneta Group Investment Advisors LLC lifted its position in shares of Schwab US Broad Market ETF by 112,256.3% in the fourth quarter. Moneta Group Investment Advisors LLC now owns 45,434,657 shares of the company’s stock worth $2,035,927,000 after purchasing an additional 45,394,219 shares in the last quarter. Wealthfront Advisers LLC increased its holdings in shares of Schwab US Broad Market ETF by 93.3% in the first quarter. Wealthfront Advisers LLC now owns 28,076,551 shares of the company’s stock valued at $1,499,007,000 after purchasing an additional 13,553,949 shares during the last quarter. Rebalance LLC grew its stake in shares of Schwab US Broad Market ETF by 0.7% in the third quarter. Rebalance LLC now owns 3,609,987 shares of the company’s stock valued at $179,958,000 after acquiring an additional 25,598 shares in the last quarter. Hengehold Capital Management LLC grew its stake in shares of Schwab US Broad Market ETF by 1.0% in the fourth quarter. Hengehold Capital Management LLC now owns 3,015,692 shares of the company’s stock valued at $167,884,000 after acquiring an additional 30,118 shares in the last quarter. Finally, Bouchey Financial Group Ltd grew its stake in shares of Schwab US Broad Market ETF by 11.0% in the fourth quarter. Bouchey Financial Group Ltd now owns 2,393,274 shares of the company’s stock valued at $133,234,000 after acquiring an additional 237,905 shares in the last quarter.

Schwab US Broad Market ETF Trading Down 0.3 %

Schwab US Broad Market ETF stock traded down $0.15 during trading hours on Tuesday, reaching $58.50. 1,361,835 shares of the stock were exchanged, compared to its average volume of 864,673. The company has a market cap of $26.83 billion, a P/E ratio of 24.49 and a beta of 1.03. Schwab US Broad Market ETF has a twelve month low of $46.92 and a twelve month high of $61.18. The stock has a 50 day moving average of $59.53 and a two-hundred day moving average of $55.32.

Schwab US Broad Market ETF Company Profile

(Free Report)

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

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