Wealth Enhancement Advisory Services LLC lowered its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 3.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,406,361 shares of the company’s stock after selling 142,921 shares during the quarter. Wealth Enhancement Advisory Services LLC owned 0.64% of Schwab US Small-Cap ETF worth $130,869,000 as of its most recent SEC filing.
Several other institutional investors have also recently made changes to their positions in the business. Brighton Jones LLC raised its stake in shares of Schwab US Small-Cap ETF by 182.3% during the 4th quarter. Brighton Jones LLC now owns 57,719 shares of the company’s stock valued at $1,493,000 after buying an additional 37,271 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of Schwab US Small-Cap ETF by 104.3% in the fourth quarter. Revolve Wealth Partners LLC now owns 100,044 shares of the company’s stock worth $2,587,000 after buying an additional 51,064 shares during the last quarter. Bison Wealth LLC grew its holdings in Schwab US Small-Cap ETF by 97.3% during the fourth quarter. Bison Wealth LLC now owns 12,578 shares of the company’s stock worth $325,000 after acquiring an additional 6,203 shares during the period. Royal Bank of Canada grew its holdings in Schwab US Small-Cap ETF by 10.9% during the first quarter. Royal Bank of Canada now owns 314,680 shares of the company’s stock worth $7,373,000 after acquiring an additional 30,971 shares during the period. Finally, AQR Capital Management LLC raised its position in Schwab US Small-Cap ETF by 7.7% during the first quarter. AQR Capital Management LLC now owns 109,798 shares of the company’s stock valued at $2,573,000 after acquiring an additional 7,840 shares in the last quarter.
Schwab US Small-Cap ETF Trading Down 2.2%
Shares of NYSEARCA:SCHA opened at $28.46 on Friday. Schwab US Small-Cap ETF has a 12-month low of $20.04 and a 12-month high of $31.25. The company has a market capitalization of $19.59 billion, a PE ratio of 17.65 and a beta of 1.13. The business has a 50 day moving average of $30.20 and a two-hundred day moving average of $28.93.
Schwab US Small-Cap ETF Profile
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. The types of derivatives used by the Fund are options, futures, options on futures and swaps. The Fund may lend its portfolio securities to brokers, dealers and other financial institutions.
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