Schwab US Small-Cap ETF $SCHA Shares Sold by Bernard Wealth Management Corp.

Bernard Wealth Management Corp. reduced its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 5.3% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 217,150 shares of the company’s stock after selling 12,181 shares during the quarter. Schwab US Small-Cap ETF accounts for about 2.5% of Bernard Wealth Management Corp.’s holdings, making the stock its 10th biggest position. Bernard Wealth Management Corp.’s holdings in Schwab US Small-Cap ETF were worth $5,494,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the business. GAMMA Investing LLC lifted its position in shares of Schwab US Small-Cap ETF by 2,244.2% during the first quarter. GAMMA Investing LLC now owns 12,471 shares of the company’s stock valued at $292,000 after purchasing an additional 11,939 shares in the last quarter. Golden Reserve Retirement LLC bought a new position in shares of Schwab US Small-Cap ETF during the first quarter valued at about $23,698,000. Avantax Advisory Services Inc. lifted its position in shares of Schwab US Small-Cap ETF by 22.0% during the first quarter. Avantax Advisory Services Inc. now owns 108,074 shares of the company’s stock valued at $2,532,000 after purchasing an additional 19,466 shares in the last quarter. Assetmark Inc. lifted its position in shares of Schwab US Small-Cap ETF by 20.9% during the first quarter. Assetmark Inc. now owns 2,990 shares of the company’s stock valued at $70,000 after purchasing an additional 516 shares in the last quarter. Finally, Dearborn Partners LLC lifted its position in shares of Schwab US Small-Cap ETF by 40.1% during the first quarter. Dearborn Partners LLC now owns 14,194 shares of the company’s stock valued at $333,000 after purchasing an additional 4,066 shares in the last quarter.

Schwab US Small-Cap ETF Price Performance

SCHA opened at $27.17 on Friday. The company’s 50-day moving average is $27.30 and its 200 day moving average is $25.26. Schwab US Small-Cap ETF has a fifty-two week low of $20.04 and a fifty-two week high of $28.57. The firm has a market capitalization of $18.71 billion, a P/E ratio of 17.65 and a beta of 1.17.

Schwab US Small-Cap ETF Company 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.