Beacon Wealthcare LLC Has $9.06 Million Stock Holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Beacon Wealthcare LLC lifted its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHBFree Report) by 10.0% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 162,768 shares of the company’s stock after purchasing an additional 14,834 shares during the period. Schwab US Broad Market ETF comprises about 4.4% of Beacon Wealthcare LLC’s investment portfolio, making the stock its 5th biggest holding. Beacon Wealthcare LLC’s holdings in Schwab US Broad Market ETF were worth $9,061,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the company. Ironwood Wealth Management LLC. lifted its holdings in shares of Schwab US Broad Market ETF by 112.8% in the 1st quarter. Ironwood Wealth Management LLC. now owns 5,972 shares of the company’s stock worth $319,000 after purchasing an additional 3,165 shares during the last quarter. AMI Investment Management Inc. lifted its stake in Schwab US Broad Market ETF by 81.8% in the first quarter. AMI Investment Management Inc. now owns 67,978 shares of the company’s stock valued at $3,629,000 after buying an additional 30,577 shares during the last quarter. JPMorgan Chase & Co. lifted its stake in Schwab US Broad Market ETF by 1,065.3% in the first quarter. JPMorgan Chase & Co. now owns 18,400 shares of the company’s stock valued at $983,000 after buying an additional 16,821 shares during the last quarter. Raymond James & Associates boosted its holdings in shares of Schwab US Broad Market ETF by 134.8% during the first quarter. Raymond James & Associates now owns 73,871 shares of the company’s stock valued at $3,944,000 after acquiring an additional 42,404 shares during the period. Finally, Bank of New York Mellon Corp grew its position in shares of Schwab US Broad Market ETF by 102.5% during the first quarter. Bank of New York Mellon Corp now owns 9,613 shares of the company’s stock worth $513,000 after acquiring an additional 4,866 shares during the last quarter.

Schwab US Broad Market ETF Price Performance

Shares of SCHB stock traded down $0.24 during trading hours on Thursday, reaching $59.91. The stock had a trading volume of 791,410 shares, compared to its average volume of 851,500. The firm has a 50-day simple moving average of $57.60 and a 200-day simple moving average of $53.88. The firm has a market capitalization of $26.69 billion, a PE ratio of 17.59 and a beta of 1.03. Schwab US Broad Market ETF has a twelve month low of $44.89 and a twelve month high of $60.49.

Schwab US Broad Market ETF 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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