Kestra Advisory Services LLC Boosts Stock Position in Schwab US Small-Cap ETF $SCHA

Kestra Advisory Services LLC increased its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 1.9% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 989,759 shares of the company’s stock after purchasing an additional 18,101 shares during the quarter. Kestra Advisory Services LLC owned about 0.14% of Schwab US Small-Cap ETF worth $28,782,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in SCHA. Morton Brown Family Wealth LLC bought a new stake in shares of Schwab US Small-Cap ETF during the fourth quarter valued at about $30,000. Tompkins Financial Corp grew its stake in Schwab US Small-Cap ETF by 1,982.7% during the fourth quarter. Tompkins Financial Corp now owns 1,083 shares of the company’s stock valued at $31,000 after acquiring an additional 1,031 shares in the last quarter. International Assets Investment Management LLC bought a new stake in Schwab US Small-Cap ETF during the 4th quarter worth approximately $31,000. Stephens Consulting LLC lifted its stake in Schwab US Small-Cap ETF by 3,108.3% in the 4th quarter. Stephens Consulting LLC now owns 1,155 shares of the company’s stock worth $33,000 after purchasing an additional 1,119 shares in the last quarter. Finally, Hilton Head Capital Partners LLC purchased a new stake in Schwab US Small-Cap ETF in the 4th quarter worth approximately $34,000.

Schwab US Small-Cap ETF Trading Down 0.2%

Shares of SCHA traded down $0.06 during mid-day trading on Friday, reaching $34.91. 1,829,446 shares of the stock traded hands, compared to its average volume of 2,806,447. The company has a market cap of $24.04 billion, a price-to-earnings ratio of 17.65 and a beta of 1.09. Schwab US Small-Cap ETF has a 1 year low of $24.95 and a 1 year high of $36.20. The firm has a fifty day moving average price of $34.12 and a 200 day moving average price of $31.54.

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. 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.