Legacy Wealth Management Inc Sells 44,489 Shares of Schwab US Small-Cap ETF $SCHA

Legacy Wealth Management Inc decreased its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 5.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 846,199 shares of the company’s stock after selling 44,489 shares during the period. Schwab US Small-Cap ETF accounts for about 1.4% of Legacy Wealth Management Inc’s portfolio, making the stock its 12th largest holding. Legacy Wealth Management Inc’s holdings in Schwab US Small-Cap ETF were worth $24,100,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Cooke Wealth Management LLC bought a new position in Schwab US Small-Cap ETF in the 4th quarter valued at about $403,000. Walkner Condon Financial Advisors LLC lifted its position in Schwab US Small-Cap ETF by 11.2% during the fourth quarter. Walkner Condon Financial Advisors LLC now owns 12,234 shares of the company’s stock worth $348,000 after acquiring an additional 1,234 shares during the last quarter. Sowell Financial Services LLC bought a new stake in shares of Schwab US Small-Cap ETF during the fourth quarter worth approximately $219,000. Stewardship Concepts Financial Services LLC bought a new stake in shares of Schwab US Small-Cap ETF during the fourth quarter worth approximately $346,000. Finally, Savvy Advisors Inc. grew its position in shares of Schwab US Small-Cap ETF by 2.4% in the fourth quarter. Savvy Advisors Inc. now owns 82,430 shares of the company’s stock valued at $2,348,000 after purchasing an additional 1,938 shares during the last quarter.

Schwab US Small-Cap ETF Stock Performance

Shares of NYSEARCA SCHA opened at $29.52 on Monday. The firm has a market cap of $20.32 billion, a P/E ratio of 17.65 and a beta of 1.13. The business’s 50 day moving average is $29.92 and its 200-day moving average is $29.04. Schwab US Small-Cap ETF has a 1-year low of $20.04 and a 1-year high of $31.25.

About Schwab US Small-Cap ETF

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.