Curi Wealth Management LLC Makes New Investment in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Curi Wealth Management LLC purchased a new position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHBGet Rating) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 604 shares of the company’s stock, valued at approximately $32,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in SCHB. Chevy Chase Trust Holdings Inc. boosted its position in shares of Schwab US Broad Market ETF by 65.3% in the first quarter. Chevy Chase Trust Holdings Inc. now owns 83,772 shares of the company’s stock worth $4,473,000 after buying an additional 33,094 shares during the period. Highland Capital Management LLC boosted its position in shares of Schwab US Broad Market ETF by 100.0% in the first quarter. Highland Capital Management LLC now owns 61,468 shares of the company’s stock worth $3,282,000 after buying an additional 30,735 shares during the period. Wedbush Securities Inc. boosted its position in shares of Schwab US Broad Market ETF by 33.9% in the first quarter. Wedbush Securities Inc. now owns 18,176 shares of the company’s stock worth $970,000 after buying an additional 4,598 shares during the period. Rocky Mountain Advisers LLC boosted its position in shares of Schwab US Broad Market ETF by 130.7% in the first quarter. Rocky Mountain Advisers LLC now owns 105,996 shares of the company’s stock worth $5,659,000 after buying an additional 60,052 shares during the period. Finally, Integrated Advisors Network LLC boosted its position in shares of Schwab US Broad Market ETF by 100.1% in the first quarter. Integrated Advisors Network LLC now owns 22,789 shares of the company’s stock worth $1,217,000 after buying an additional 11,399 shares during the period.

Schwab US Broad Market ETF Price Performance

Shares of SCHB opened at $48.65 on Friday. Schwab US Broad Market ETF has a one year low of $42.60 and a one year high of $57.10. The stock has a 50-day moving average price of $46.03 and a 200 day moving average price of $49.23.

Schwab US Broad Market ETF Profile

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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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