Capital Advisors Ltd. LLC Boosts Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Capital Advisors Ltd. LLC lifted its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHAGet Rating) by 191.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,706 shares of the company’s stock after buying an additional 1,778 shares during the quarter. Capital Advisors Ltd. LLC’s holdings in Schwab US Small-Cap ETF were worth $128,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Gpwm LLC purchased a new stake in shares of Schwab US Small-Cap ETF in the fourth quarter valued at approximately $25,000. Cassady Schiller Wealth Management LLC purchased a new stake in shares of Schwab US Small-Cap ETF in the fourth quarter valued at approximately $26,000. Glassman Wealth Services boosted its stake in shares of Schwab US Small-Cap ETF by 331.4% in the fourth quarter. Glassman Wealth Services now owns 302 shares of the company’s stock valued at $31,000 after buying an additional 232 shares in the last quarter. American National Bank purchased a new stake in shares of Schwab US Small-Cap ETF in the fourth quarter valued at approximately $44,000. Finally, Granite Investment Partners LLC boosted its stake in shares of Schwab US Small-Cap ETF by 110.1% in the fourth quarter. Granite Investment Partners LLC now owns 458 shares of the company’s stock valued at $47,000 after buying an additional 240 shares in the last quarter.

Schwab US Small-Cap ETF Stock Performance

Schwab US Small-Cap ETF stock opened at $43.64 on Friday. The stock’s 50 day moving average price is $40.96 and its 200 day moving average price is $43.86. Schwab US Small-Cap ETF has a 1-year low of $37.64 and a 1-year high of $55.46.

Schwab US Small-Cap ETF Profile

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Schwab U.S. Small-Cap ETF (the Fund) seeks to track the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index. The Dow Jones U.S. Small-Cap Total Stock Market Index includes the components ranked 751-2500 by full market capitalization. The Index is a float-adjusted market capitalization weighted index.

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Institutional Ownership by Quarter for Schwab US Small-Cap ETF (NYSEARCA:SCHA)

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