Circle Wealth Management LLC Lowers Stock Holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Circle Wealth Management LLC reduced its stake in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 0.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,025,314 shares of the company’s stock after selling 997 shares during the quarter. Schwab US Broad Market ETF comprises 1.5% of Circle Wealth Management LLC’s holdings, making the stock its 10th largest position. Circle Wealth Management LLC owned 0.22% of Schwab US Broad Market ETF worth $64,461,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently bought and sold shares of SCHB. Strategic Financial Concepts LLC increased its holdings in shares of Schwab US Broad Market ETF by 6,212.4% during the second quarter. Strategic Financial Concepts LLC now owns 4,696,336 shares of the company’s stock worth $291,000 after purchasing an additional 4,621,937 shares during the period. Rebalance LLC increased its holdings in shares of Schwab US Broad Market ETF by 1.6% during the second quarter. Rebalance LLC now owns 3,656,627 shares of the company’s stock worth $229,892,000 after purchasing an additional 55,848 shares during the period. Strid Group LLC increased its holdings in shares of Schwab US Broad Market ETF by 7.6% during the second quarter. Strid Group LLC now owns 2,752,877 shares of the company’s stock worth $173,073,000 after purchasing an additional 195,347 shares during the period. Evergreen Advisors LLC increased its holdings in shares of Schwab US Broad Market ETF by 1.0% during the second quarter. Evergreen Advisors LLC now owns 2,182,804 shares of the company’s stock worth $137,233,000 after purchasing an additional 21,357 shares during the period. Finally, Hanson & Doremus Investment Management increased its holdings in shares of Schwab US Broad Market ETF by 0.9% during the second quarter. Hanson & Doremus Investment Management now owns 1,937,609 shares of the company’s stock worth $121,817,000 after purchasing an additional 16,407 shares during the period.

Schwab US Broad Market ETF Trading Down 0.2 %

Shares of SCHB opened at $66.09 on Friday. Schwab US Broad Market ETF has a 12 month low of $47.46 and a 12 month high of $66.45. The firm’s 50 day moving average is $63.83 and its 200-day moving average is $62.02. The stock has a market capitalization of $30.38 billion, a PE ratio of 25.24 and a beta of 1.02.

Schwab US Broad Market ETF 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.