Walter & Keenan Wealth Management LLC IN ADV Has $7.19 Million Stock Holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Walter & Keenan Wealth Management LLC IN ADV grew its position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 244.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 316,792 shares of the company’s stock after purchasing an additional 224,699 shares during the quarter. Schwab US Broad Market ETF accounts for 2.2% of Walter & Keenan Wealth Management LLC IN ADV’s portfolio, making the stock its 9th largest position. Walter & Keenan Wealth Management LLC IN ADV owned about 0.07% of Schwab US Broad Market ETF worth $7,191,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Marshall Wace LLP bought a new stake in Schwab US Broad Market ETF in the second quarter worth about $241,000. Sanctuary Advisors LLC bought a new stake in shares of Schwab US Broad Market ETF in the 2nd quarter worth approximately $620,000. Valeo Financial Advisors LLC lifted its stake in Schwab US Broad Market ETF by 5.6% during the third quarter. Valeo Financial Advisors LLC now owns 5,489 shares of the company’s stock valued at $365,000 after purchasing an additional 292 shares during the last quarter. Carnegie Investment Counsel lifted its stake in Schwab US Broad Market ETF by 1.5% during the third quarter. Carnegie Investment Counsel now owns 13,392 shares of the company’s stock valued at $891,000 after purchasing an additional 195 shares during the last quarter. Finally, Johnson Bixby & Associates LLC bought a new stake in Schwab US Broad Market ETF during the third quarter worth approximately $207,000.

Schwab US Broad Market ETF Stock Performance

NYSEARCA SCHB opened at $23.32 on Monday. Schwab US Broad Market ETF has a 1 year low of $19.04 and a 1 year high of $23.73. The business’s fifty day moving average is $23.20 and its two-hundred day moving average is $22.39. The stock has a market capitalization of $10.72 billion, a P/E ratio of 25.24 and a beta of 1.02.

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.