177,559 Schwab US Small-Cap ETF $SCHA Shares Sold by Summit Financial Strategies Inc.

Summit Financial Strategies Inc. cut its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 28.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 457,428 shares of the company’s stock after selling 177,559 shares during the quarter. Schwab US Small-Cap ETF comprises 1.0% of Summit Financial Strategies Inc.’s investment portfolio, making the stock its 17th biggest position. Summit Financial Strategies Inc.’s holdings in Schwab US Small-Cap ETF were worth $14,926,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of the business. CoreCap Advisors LLC raised its holdings in Schwab US Small-Cap ETF by 3.9% in the 2nd quarter. CoreCap Advisors LLC now owns 1,656,885 shares of the company’s stock valued at $59,863,000 after acquiring an additional 61,945 shares during the last quarter. 93 Financial Group LLC acquired a new position in shares of Schwab US Small-Cap ETF during the 4th quarter worth approximately $47,509,000. Corient Private Wealth LLC boosted its holdings in shares of Schwab US Small-Cap ETF by 9.0% during the 4th quarter. Corient Private Wealth LLC now owns 1,486,191 shares of the company’s stock worth $42,345,000 after purchasing an additional 122,322 shares during the last quarter. Kohmann Bosshard Financial Services LLC grew its position in shares of Schwab US Small-Cap ETF by 1.3% in the first quarter. Kohmann Bosshard Financial Services LLC now owns 1,375,800 shares of the company’s stock valued at $40,057,000 after purchasing an additional 17,604 shares in the last quarter. Finally, Cetera Investment Advisers grew its position in shares of Schwab US Small-Cap ETF by 7.5% in the first quarter. Cetera Investment Advisers now owns 1,271,774 shares of the company’s stock valued at $36,983,000 after purchasing an additional 88,435 shares in the last quarter.

Schwab US Small-Cap ETF Stock Performance

NYSEARCA:SCHA opened at $31.99 on Thursday. Schwab US Small-Cap ETF has a one year low of $26.45 and a one year high of $36.20. The stock has a market cap of $22.03 billion, a PE ratio of 17.65 and a beta of 1.11. The stock has a 50 day moving average price of $33.86 and a 200 day moving average price of $33.48.

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.