Schwab US Small-Cap ETF $SCHA Shares Purchased by Optimum Investment Advisors

Optimum Investment Advisors lifted its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 20.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,104 shares of the company’s stock after purchasing an additional 1,536 shares during the period. Optimum Investment Advisors’ holdings in Schwab US Small-Cap ETF were worth $230,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. Verdence Capital Advisors LLC purchased a new stake in Schwab US Small-Cap ETF in the 2nd quarter worth $203,000. Courage Miller Partners LLC increased its holdings in Schwab US Small-Cap ETF by 9.0% in the 2nd quarter. Courage Miller Partners LLC now owns 378,178 shares of the company’s stock worth $9,568,000 after acquiring an additional 31,098 shares in the last quarter. Golden Reserve Retirement LLC purchased a new stake in Schwab US Small-Cap ETF in the 1st quarter worth $23,698,000. Avantax Advisory Services Inc. increased its holdings in Schwab US Small-Cap ETF by 22.0% in the 1st quarter. Avantax Advisory Services Inc. now owns 108,074 shares of the company’s stock worth $2,532,000 after acquiring an additional 19,466 shares in the last quarter. Finally, FIDELIS iM LLC increased its holdings in Schwab US Small-Cap ETF by 0.8% in the 2nd quarter. FIDELIS iM LLC now owns 734,894 shares of the company’s stock worth $18,593,000 after acquiring an additional 5,955 shares in the last quarter.

Schwab US Small-Cap ETF Stock Performance

Shares of NYSEARCA SCHA opened at $28.50 on Friday. The firm has a market cap of $19.62 billion, a PE ratio of 17.65 and a beta of 1.17. The firm has a fifty day moving average of $27.69 and a 200 day moving average of $25.67. Schwab US Small-Cap ETF has a one year low of $20.04 and a one year high of $28.70.

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.