Schwab US Broad Market ETF (NYSEARCA:SCHB) Holdings Boosted by Trevian Wealth Management LLC

Trevian Wealth Management LLC boosted its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 200.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 10,022 shares of the company’s stock after acquiring an additional 6,681 shares during the period. Schwab US Broad Market ETF comprises about 0.2% of Trevian Wealth Management LLC’s investment portfolio, making the stock its 27th biggest holding. Trevian Wealth Management LLC’s holdings in Schwab US Broad Market ETF were worth $228,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently bought and sold shares of SCHB. Strategic Investment Solutions Inc. IL bought a new stake in shares of Schwab US Broad Market ETF during the second quarter valued at approximately $28,000. Albion Financial Group UT raised its holdings in shares of Schwab US Broad Market ETF by 200.0% during the fourth quarter. Albion Financial Group UT now owns 1,260 shares of the company’s stock valued at $29,000 after buying an additional 840 shares during the last quarter. Global Financial Private Client LLC raised its holdings in shares of Schwab US Broad Market ETF by 200.0% during the fourth quarter. Global Financial Private Client LLC now owns 1,332 shares of the company’s stock valued at $30,000 after buying an additional 888 shares during the last quarter. GAMMA Investing LLC raised its holdings in shares of Schwab US Broad Market ETF by 200.0% during the fourth quarter. GAMMA Investing LLC now owns 1,446 shares of the company’s stock valued at $33,000 after buying an additional 964 shares during the last quarter. Finally, Marquette Asset Management LLC raised its holdings in shares of Schwab US Broad Market ETF by 200.0% during the fourth quarter. Marquette Asset Management LLC now owns 1,593 shares of the company’s stock valued at $36,000 after buying an additional 1,062 shares during the last quarter.

Schwab US Broad Market ETF Trading Down 0.3 %

SCHB opened at $23.37 on Thursday. Schwab US Broad Market ETF has a twelve month low of $18.75 and a twelve month high of $23.73. The stock has a market cap of $10.74 billion, a PE ratio of 25.24 and a beta of 1.02. The business’s 50 day moving average is $23.18 and its 200-day moving average is $22.29.

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.