Evernest Financial Advisors LLC Boosts Position in Schwab US Small-Cap ETF $SCHA

Evernest Financial Advisors LLC boosted its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 3.5% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 16,673 shares of the company’s stock after purchasing an additional 566 shares during the quarter. Evernest Financial Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $422,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Crowley Wealth Management Inc. raised its holdings in shares of Schwab US Small-Cap ETF by 50.0% in the second quarter. Crowley Wealth Management Inc. now owns 1,200 shares of the company’s stock worth $30,000 after acquiring an additional 400 shares during the last quarter. Collective Family Office LLC increased its stake in Schwab US Small-Cap ETF by 1.1% in the second quarter. Collective Family Office LLC now owns 40,824 shares of the company’s stock valued at $1,033,000 after purchasing an additional 426 shares during the last quarter. MADDEN SECURITIES Corp increased its stake in Schwab US Small-Cap ETF by 0.5% in the second quarter. MADDEN SECURITIES Corp now owns 91,831 shares of the company’s stock valued at $2,323,000 after purchasing an additional 500 shares during the last quarter. Assetmark Inc. increased its stake in Schwab US Small-Cap ETF by 20.9% in 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 during the last quarter. Finally, D.A. Davidson & CO. increased its stake in Schwab US Small-Cap ETF by 5.7% in the first quarter. D.A. Davidson & CO. now owns 10,090 shares of the company’s stock valued at $236,000 after purchasing an additional 544 shares during the last quarter.

Schwab US Small-Cap ETF Trading Up 0.9%

Schwab US Small-Cap ETF stock opened at $28.38 on Thursday. The firm has a market capitalization of $19.54 billion, a P/E ratio of 17.65 and a beta of 1.17. The stock has a fifty day moving average price of $27.43 and a 200 day moving average price of $25.35. Schwab US Small-Cap ETF has a 52 week low of $20.04 and a 52 week high of $28.64.

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.