Carson Advisory Inc. Acquires New Holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Carson Advisory Inc. acquired a new stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHBFree Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 3,634 shares of the company’s stock, valued at approximately $202,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Lee Financial Co acquired a new position in Schwab US Broad Market ETF during the third quarter worth about $35,000. Creative Financial Designs Inc. ADV grew its holdings in Schwab US Broad Market ETF by 55.3% during the fourth quarter. Creative Financial Designs Inc. ADV now owns 621 shares of the company’s stock worth $35,000 after acquiring an additional 221 shares during the period. BKM Wealth Management LLC acquired a new position in Schwab US Broad Market ETF during the fourth quarter worth about $41,000. Bfsg LLC acquired a new position in Schwab US Broad Market ETF during the fourth quarter worth about $41,000. Finally, Evolution Advisers Inc. grew its holdings in Schwab US Broad Market ETF by 33.8% during the fourth quarter. Evolution Advisers Inc. now owns 756 shares of the company’s stock worth $42,000 after acquiring an additional 191 shares during the period.

Schwab US Broad Market ETF Trading Up 1.2 %

NYSEARCA:SCHB traded up $0.69 during mid-day trading on Friday, reaching $59.54. 832,857 shares of the stock were exchanged, compared to its average volume of 860,636. The business has a fifty day moving average price of $59.63 and a 200 day moving average price of $56.08. The firm has a market capitalization of $27.35 billion, a PE ratio of 24.20 and a beta of 1.03. Schwab US Broad Market ETF has a 1-year low of $46.92 and a 1-year high of $61.18.

About Schwab US Broad Market ETF

(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.

Recommended Stories

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:SCHBFree Report).

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

Receive News & Ratings for Schwab US Broad Market ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab US Broad Market ETF and related companies with MarketBeat.com's FREE daily email newsletter.