Compass Advisory Group LLC Lowers Holdings in Schwab US Broad Market ETF $SCHB

Compass Advisory Group LLC trimmed its stake in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 71.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 557,051 shares of the company’s stock after selling 1,373,538 shares during the quarter. Schwab US Broad Market ETF accounts for 3.7% of Compass Advisory Group LLC’s portfolio, making the stock its 12th biggest holding. Compass Advisory Group LLC’s holdings in Schwab US Broad Market ETF were worth $13,982,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently modified their holdings of the company. GeoWealth Management LLC increased 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 in the last quarter. Occidental Asset Management LLC lifted its stake 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 in the last quarter. Summit Place Financial Advisors LLC lifted its stake in shares of Schwab US Broad Market ETF by 1.0% in the fourth quarter. Summit Place Financial Advisors LLC now owns 41,214 shares of the company’s stock worth $1,081,000 after buying an additional 425 shares in the last quarter. Cherry Tree Wealth Management LLC grew its holdings in shares of 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 last quarter. Finally, CENTRAL TRUST Co grew its holdings in shares of Schwab US Broad Market ETF by 9.1% during the fourth quarter. CENTRAL TRUST Co now owns 5,444 shares of the company’s stock valued at $143,000 after buying an additional 454 shares during the last quarter.

Schwab US Broad Market ETF Stock Up 0.1%

Shares of SCHB opened at $28.42 on Friday. Schwab US Broad Market ETF has a twelve month low of $23.45 and a twelve month high of $29.35. The company has a market capitalization of $42.02 billion, a P/E ratio of 25.08 and a beta of 1.02. The firm has a 50 day moving average of $28.37 and a 200 day moving average of $26.98.

Schwab US Broad Market ETF Company 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. The types of derivatives used by the Fund are options, futures, options on futures and swaps.