Berger Financial Group Inc Lowers Holdings in Schwab US Small-Cap ETF $SCHA

Berger Financial Group Inc reduced its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 6.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 16,084 shares of the company’s stock after selling 1,049 shares during the period. Berger Financial Group Inc’s holdings in Schwab US Small-Cap ETF were worth $407,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Natixis Advisors LLC boosted its holdings in Schwab US Small-Cap ETF by 1,165.9% in the first quarter. Natixis Advisors LLC now owns 2,428,826 shares of the company’s stock valued at $56,907,000 after purchasing an additional 2,236,963 shares during the period. Wealth Enhancement Advisory Services LLC boosted its stake in shares of Schwab US Small-Cap ETF by 67.2% in the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 4,652,197 shares of the company’s stock valued at $121,329,000 after buying an additional 1,869,642 shares during the period. Jones Financial Companies Lllp boosted its stake in shares of Schwab US Small-Cap ETF by 219.3% in the 1st quarter. Jones Financial Companies Lllp now owns 2,549,130 shares of the company’s stock valued at $59,726,000 after buying an additional 1,750,900 shares during the period. Silver Oak Securities Incorporated grew its position in shares of Schwab US Small-Cap ETF by 6,516.4% during the first quarter. Silver Oak Securities Incorporated now owns 1,278,686 shares of the company’s stock worth $29,960,000 after buying an additional 1,259,360 shares in the last quarter. Finally, Empower Advisory Group LLC grew its position in shares of Schwab US Small-Cap ETF by 4.2% during the first quarter. Empower Advisory Group LLC now owns 26,393,000 shares of the company’s stock worth $618,388,000 after buying an additional 1,057,580 shares in the last quarter.

Schwab US Small-Cap ETF Stock Performance

SCHA stock opened at $28.26 on Monday. The company’s 50 day moving average price is $27.09 and its 200 day moving average price is $25.15. The firm has a market capitalization of $19.46 billion, a price-to-earnings ratio of 17.65 and a beta of 1.17. Schwab US Small-Cap ETF has a fifty-two week low of $20.04 and a fifty-two week high of $28.57.

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.