James Investment Research Inc. Has $5.91 Million Stock Position in Schwab US Broad Market ETF $SCHB

James Investment Research Inc. increased its position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 15.3% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 235,391 shares of the company’s stock after acquiring an additional 31,241 shares during the quarter. James Investment Research Inc.’s holdings in Schwab US Broad Market ETF were worth $5,908,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the company. GeoWealth Management LLC raised its stake in Schwab US Broad Market ETF by 0.4% during the 3rd quarter. GeoWealth Management LLC now owns 100,043 shares of the company’s stock valued at $2,572,000 after purchasing an additional 388 shares during the period. Occidental Asset Management LLC boosted its position in shares of Schwab US Broad Market ETF by 4.2% in the fourth quarter. Occidental Asset Management LLC now owns 9,880 shares of the company’s stock worth $259,000 after buying an additional 400 shares during the period. LifeSteps Financial Inc. grew its holdings in shares of Schwab US Broad Market ETF by 2.9% during the first quarter. LifeSteps Financial Inc. now owns 15,178 shares of the company’s stock valued at $381,000 after buying an additional 423 shares in the last quarter. Summit Place Financial Advisors LLC grew its holdings in shares of Schwab US Broad Market ETF by 1.0% during the fourth quarter. Summit Place Financial Advisors LLC now owns 41,214 shares of the company’s stock valued at $1,081,000 after buying an additional 425 shares in the last quarter. Finally, Cherry Tree Wealth Management LLC raised its position in Schwab US Broad Market ETF by 0.4% during the fourth quarter. Cherry Tree Wealth Management LLC now owns 116,680 shares of the company’s stock valued at $3,061,000 after buying an additional 434 shares during the period.

Schwab US Broad Market ETF Trading Down 0.2%

NYSEARCA:SCHB opened at $28.91 on Thursday. The business’s fifty day moving average price is $28.49 and its 200 day moving average price is $27.04. The firm has a market capitalization of $43.09 billion, a price-to-earnings ratio of 25.08 and a beta of 1.02. Schwab US Broad Market ETF has a 1-year low of $23.79 and a 1-year high of $29.35.

About Schwab US Broad Market ETF

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.