Foundations Investment Advisors LLC Invests $415,000 in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Foundations Investment Advisors LLC acquired a new position in Schwab US Broad Market ETF (NYSEARCA:SCHB) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 18,270 shares of the company’s stock, valued at approximately $415,000.

Other large investors have also recently added to or reduced their stakes in the company. Burkett Financial Services LLC grew its stake in shares of Schwab US Broad Market ETF by 1.4% in the third quarter. Burkett Financial Services LLC now owns 13,482 shares of the company’s stock worth $897,000 after purchasing an additional 183 shares in the last quarter. Carnegie Investment Counsel grew its position in Schwab US Broad Market ETF by 1.5% in the 3rd quarter. Carnegie Investment Counsel now owns 13,392 shares of the company’s stock valued at $891,000 after buying an additional 195 shares in the last quarter. Evanson Asset Management LLC increased its stake in Schwab US Broad Market ETF by 1.8% during the 3rd quarter. Evanson Asset Management LLC now owns 11,285 shares of the company’s stock valued at $751,000 after buying an additional 198 shares during the period. Valeo Financial Advisors LLC increased its stake in Schwab US Broad Market ETF by 5.6% during the 3rd quarter. Valeo Financial Advisors LLC now owns 5,489 shares of the company’s stock valued at $365,000 after buying an additional 292 shares during the period. Finally, Apella Capital LLC lifted its stake in shares of Schwab US Broad Market ETF by 6.5% in the 3rd quarter. Apella Capital LLC now owns 6,143 shares of the company’s stock worth $405,000 after acquiring an additional 375 shares during the period.

Schwab US Broad Market ETF Price Performance

Schwab US Broad Market ETF stock opened at $23.50 on Friday. Schwab US Broad Market ETF has a 12-month low of $18.75 and a 12-month high of $23.73. The stock has a market capitalization of $10.80 billion, a PE ratio of 25.24 and a beta of 1.02. The firm has a 50 day simple moving average of $23.19 and a 200-day simple moving average of $22.30.

Schwab US 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.