Eagle Harbor Asset Management Inc. ADV lowered its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 76.0% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 89,711 shares of the company’s stock after selling 284,455 shares during the quarter. Schwab US Small-Cap ETF makes up approximately 2.2% of Eagle Harbor Asset Management Inc. ADV’s portfolio, making the stock its 10th largest holding. Eagle Harbor Asset Management Inc. ADV’s holdings in Schwab US Small-Cap ETF were worth $2,927,000 as of its most recent SEC filing.
A number of other large investors have also added to or reduced their stakes in SCHA. Farnam Financial LLC increased its holdings in Schwab US Small-Cap ETF by 8.9% during the third quarter. Farnam Financial LLC now owns 28,198 shares of the company’s stock worth $902,000 after buying an additional 2,298 shares during the last quarter. Newman Dignan & Sheerar Inc. bought a new position in shares of Schwab US Small-Cap ETF during the 3rd quarter valued at approximately $3,892,000. Physician Wealth Advisors Inc. grew its position in shares of Schwab US Small-Cap ETF by 3.8% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 11,007 shares of the company’s stock valued at $359,000 after acquiring an additional 399 shares during the period. Carnegie Investment Counsel purchased a new stake in shares of Schwab US Small-Cap ETF during the 3rd quarter worth approximately $899,000. Finally, Arnold Financial Planning LLC increased its stake in shares of Schwab US Small-Cap ETF by 14.1% during the 3rd quarter. Arnold Financial Planning LLC now owns 320,730 shares of the company’s stock worth $10,465,000 after purchasing an additional 39,583 shares during the last quarter.
Schwab US Small-Cap ETF Trading Up 1.6%
NYSEARCA:SCHA opened at $32.57 on Wednesday. The stock has a market capitalization of $22.42 billion, a PE ratio of 17.65 and a beta of 1.11. The firm’s 50 day moving average is $33.67 and its 200 day moving average is $33.58. Schwab US Small-Cap ETF has a 12 month low of $26.45 and a 12 month high of $36.20.
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.
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