Old North State Wealth Management LLC Boosts Holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Old North State Wealth Management LLC grew its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 202.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 17,422 shares of the company’s stock after acquiring an additional 11,658 shares during the quarter. Old North State Wealth Management LLC’s holdings in Schwab US Broad Market ETF were worth $396,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in SCHB. Albion Financial Group UT boosted its stake in Schwab US Broad Market ETF by 200.0% in the 4th quarter. Albion Financial Group UT now owns 1,260 shares of the company’s stock worth $29,000 after purchasing an additional 840 shares in the last quarter. Global Financial Private Client LLC boosted its stake in Schwab US Broad Market ETF by 200.0% in the 4th quarter. Global Financial Private Client LLC now owns 1,332 shares of the company’s stock worth $30,000 after purchasing an additional 888 shares in the last quarter. GAMMA Investing LLC boosted its stake in Schwab US Broad Market ETF by 200.0% in the 4th quarter. GAMMA Investing LLC now owns 1,446 shares of the company’s stock worth $33,000 after purchasing an additional 964 shares in the last quarter. Capital Investment Advisory Services LLC boosted its stake in Schwab US Broad Market ETF by 128.0% in the 4th quarter. Capital Investment Advisory Services LLC now owns 1,521 shares of the company’s stock worth $35,000 after purchasing an additional 854 shares in the last quarter. Finally, Marquette Asset Management LLC boosted its stake in Schwab US Broad Market ETF by 200.0% in the 4th quarter. Marquette Asset Management LLC now owns 1,593 shares of the company’s stock worth $36,000 after purchasing an additional 1,062 shares in the last quarter.

Schwab US Broad Market ETF Stock Performance

SCHB opened at $23.37 on Wednesday. The stock has a market capitalization of $10.74 billion, a P/E ratio of 25.24 and a beta of 1.02. The company’s 50-day simple moving average is $23.20 and its two-hundred day simple moving average is $22.34. Schwab US Broad Market ETF has a 52-week low of $18.98 and a 52-week high of $23.73.

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.