Successful Portfolios LLC Acquires 1,150 Shares of Schwab US Broad Market ETF (NYSEARCA:SCHB)

Successful Portfolios LLC increased its stake in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 1.6% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 72,132 shares of the company’s stock after acquiring an additional 1,150 shares during the quarter. Schwab US Broad Market ETF accounts for approximately 3.0% of Successful Portfolios LLC’s portfolio, making the stock its 6th largest position. Successful Portfolios LLC’s holdings in Schwab US Broad Market ETF were worth $4,404,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Hengehold Capital Management LLC lifted its holdings in shares of Schwab US Broad Market ETF by 1.0% in the 4th quarter. Hengehold Capital Management LLC now owns 3,015,692 shares of the company’s stock worth $167,884,000 after purchasing an additional 30,118 shares in the last quarter. Bouchey Financial Group Ltd grew its holdings in shares of Schwab US Broad Market ETF by 11.0% during the fourth quarter. Bouchey Financial Group Ltd now owns 2,393,274 shares of the company’s stock valued at $133,234,000 after buying an additional 237,905 shares during the last quarter. Evergreen Advisors LLC increased its position in shares of Schwab US Broad Market ETF by 1.0% during the fourth quarter. Evergreen Advisors LLC now owns 2,206,888 shares of the company’s stock worth $122,857,000 after acquiring an additional 21,689 shares in the last quarter. Callan Capital LLC raised its holdings in shares of Schwab US Broad Market ETF by 2.1% in the 4th quarter. Callan Capital LLC now owns 2,125,616 shares of the company’s stock worth $118,333,000 after acquiring an additional 43,432 shares during the last quarter. Finally, FFT Wealth Management LLC lifted its position in Schwab US Broad Market ETF by 2.5% in the 4th quarter. FFT Wealth Management LLC now owns 1,632,813 shares of the company’s stock valued at $90,899,000 after acquiring an additional 39,608 shares in the last quarter.

Schwab US Broad Market ETF Stock Performance

SCHB stock opened at $62.87 on Monday. The company has a market capitalization of $28.90 billion, a P/E ratio of 25.24 and a beta of 1.02. Schwab US Broad Market ETF has a 52-week low of $47.46 and a 52-week high of $63.52. The business has a 50-day simple moving average of $61.21 and a two-hundred day simple moving average of $59.09.

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.