Legacy Wealth Management LLC Has $26.48 Million Holdings in Schwab US Small-Cap ETF $SCHA

Legacy Wealth Management LLC cut its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 10.0% during the second quarter, Holdings Channel.com reports. The institutional investor owned 732,766 shares of the company’s stock after selling 81,682 shares during the quarter. Schwab US Small-Cap ETF accounts for 1.4% of Legacy Wealth Management LLC’s investment portfolio, making the stock its 11th largest holding. Legacy Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $26,475,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in SCHA. Morton Brown Family Wealth LLC acquired a new position in shares of Schwab US Small-Cap ETF in the 4th quarter worth approximately $30,000. International Assets Investment Management LLC bought a new stake in Schwab US Small-Cap ETF during the 4th quarter worth approximately $31,000. Angeles Wealth Management LLC increased its holdings in Schwab US Small-Cap ETF by 81.8% during the 1st quarter. Angeles Wealth Management LLC now owns 1,109 shares of the company’s stock valued at $32,000 after purchasing an additional 499 shares in the last quarter. Main Street Group LTD acquired a new stake in Schwab US Small-Cap ETF during the 1st quarter valued at $33,000. Finally, Hilton Head Capital Partners LLC bought a new position in Schwab US Small-Cap ETF in the 4th quarter valued at $34,000.

Schwab US Small-Cap ETF Stock Performance

Shares of SCHA opened at $34.83 on Monday. The company has a market cap of $23.98 billion, a price-to-earnings ratio of 17.65 and a beta of 1.10. The stock has a fifty day moving average price of $34.51 and a two-hundred day moving average price of $32.22. Schwab US Small-Cap ETF has a 52-week low of $25.67 and a 52-week high of $36.20.

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.