Moneywise Inc. cut its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 33.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 45,913 shares of the company’s stock after selling 23,074 shares during the quarter. Schwab US Small-Cap ETF makes up 1.4% of Moneywise Inc.’s portfolio, making the stock its 22nd largest position. Moneywise Inc.’s holdings in Schwab US Small-Cap ETF were worth $1,498,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Apella Capital LLC raised its holdings in Schwab US Small-Cap ETF by 536.2% during the third quarter. Apella Capital LLC now owns 325,965 shares of the company’s stock worth $10,630,000 after acquiring an additional 274,728 shares in the last quarter. Money Concepts Capital Corp grew its stake in Schwab US Small-Cap ETF by 83.9% in the first quarter. Money Concepts Capital Corp now owns 44,612 shares of the company’s stock valued at $1,297,000 after purchasing an additional 20,349 shares in the last quarter. Capital Investment Advisors LLC bought a new position in Schwab US Small-Cap ETF in the third quarter valued at approximately $779,000. Range Advisory LLC grew its stake in Schwab US Small-Cap ETF by 19.6% in the second quarter. Range Advisory LLC now owns 89,337 shares of the company’s stock valued at $3,228,000 after purchasing an additional 14,643 shares in the last quarter. Finally, Boltwood Capital Management acquired a new position in shares of Schwab US Small-Cap ETF during the 3rd quarter worth approximately $3,840,000.
Schwab US Small-Cap ETF Stock Up 0.2%
NYSEARCA:SCHA opened at $33.13 on Wednesday. Schwab US Small-Cap ETF has a twelve month low of $26.45 and a twelve month high of $36.20. The firm has a market capitalization of $22.81 billion, a price-to-earnings ratio of 17.65 and a beta of 1.12. The stock’s 50 day moving average price is $33.25 and its two-hundred day moving average price is $32.60.
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. 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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