Opes Advisors Inc Raises Position in Schwab U S Broad Market ETF (SCHB)

Opes Advisors Inc increased its stake in shares of Schwab U S Broad Market ETF (NYSEARCA:SCHB) by 2.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 77,764 shares of the company’s stock after buying an additional 1,843 shares during the period. Schwab U S Broad Market ETF accounts for approximately 3.6% of Opes Advisors Inc’s holdings, making the stock its 12th biggest holding. Opes Advisors Inc’s holdings in Schwab U S Broad Market ETF were worth $5,017,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Wealthfront Inc. lifted its position in Schwab U S Broad Market ETF by 3.3% during the 4th quarter. Wealthfront Inc. now owns 7,244,359 shares of the company’s stock worth $467,406,000 after buying an additional 229,589 shares in the last quarter. Evensky & Katz LLC lifted its position in Schwab U S Broad Market ETF by 1.2% during the 4th quarter. Evensky & Katz LLC now owns 2,545,369 shares of the company’s stock worth $164,227,000 after buying an additional 30,343 shares in the last quarter. Retirement Planning Group lifted its position in Schwab U S Broad Market ETF by 0.3% during the 4th quarter. Retirement Planning Group now owns 1,356,723 shares of the company’s stock worth $87,536,000 after buying an additional 3,838 shares in the last quarter. Strid Group LLC lifted its position in Schwab U S Broad Market ETF by 3.7% during the 4th quarter. Strid Group LLC now owns 1,128,978 shares of the company’s stock worth $72,842,000 after buying an additional 40,645 shares in the last quarter. Finally, Fort Pitt Capital Group LLC lifted its position in Schwab U S Broad Market ETF by 33.1% during the 4th quarter. Fort Pitt Capital Group LLC now owns 750,329 shares of the company’s stock worth $48,411,000 after buying an additional 186,499 shares in the last quarter.

Schwab U S Broad Market ETF (NYSEARCA SCHB) opened at $65.51 on Wednesday. Schwab U S Broad Market ETF has a 52-week low of $55.87 and a 52-week high of $69.07.

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Schwab U S 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.

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Institutional Ownership by Quarter for Schwab U S Broad Market ETF (NYSEARCA:SCHB)

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