First National Bank of Mount Dora Trust Investment Services Has $1.28 Million Holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB)

First National Bank of Mount Dora Trust Investment Services grew its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 12.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 13,231 shares of the company’s stock after acquiring an additional 1,431 shares during the period. First National Bank of Mount Dora Trust Investment Services’ holdings in Schwab US Broad Market ETF were worth $1,280,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the company. Capital Investment Advisory Services LLC boosted its position in shares of Schwab US Broad Market ETF by 13.7% during the 4th quarter. Capital Investment Advisory Services LLC now owns 76,751 shares of the company’s stock valued at $6,984,000 after purchasing an additional 9,236 shares in the last quarter. Asset Advisors Investment Management LLC grew its position in shares of Schwab US Broad Market ETF by 7.6% during the 4th quarter. Asset Advisors Investment Management LLC now owns 417,105 shares of the company’s stock worth $37,952,000 after buying an additional 29,467 shares during the period. Morgan Stanley increased its stake in shares of Schwab US Broad Market ETF by 9.2% in the 3rd quarter. Morgan Stanley now owns 183,185 shares of the company’s stock valued at $14,589,000 after acquiring an additional 15,490 shares in the last quarter. Leavell Investment Management Inc. increased its stake in shares of Schwab US Broad Market ETF by 0.8% in the 4th quarter. Leavell Investment Management Inc. now owns 37,965 shares of the company’s stock valued at $3,454,000 after acquiring an additional 316 shares in the last quarter. Finally, Everhart Financial Group Inc. acquired a new position in shares of Schwab US Broad Market ETF during the 4th quarter valued at $8,107,000.

Shares of NYSEARCA SCHB traded up $0.29 during trading on Thursday, hitting $99.29. 482 shares of the company traded hands, compared to its average volume of 643,317. The business’s fifty day moving average is $95.89 and its 200 day moving average is $89.55. Schwab US Broad Market ETF has a fifty-two week low of $62.17 and a fifty-two week high of $99.38.

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.

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

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