Wealthcare Advisory Partners LLC Has $2.32 Million Position in Schwab US Small-Cap ETF $SCHA

Wealthcare Advisory Partners LLC cut its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 19.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 81,516 shares of the company’s stock after selling 20,024 shares during the quarter. Wealthcare Advisory Partners LLC’s holdings in Schwab US Small-Cap ETF were worth $2,322,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Vantagepoint Investment Advisers LLC acquired a new stake in Schwab US Small-Cap ETF in the third quarter valued at $58,384,000. Corient Private Wealth LLC lifted its holdings in Schwab US Small-Cap ETF by 105.1% during the 2nd quarter. Corient Private Wealth LLC now owns 2,427,258 shares of the company’s stock worth $61,427,000 after buying an additional 1,243,640 shares during the period. Sei Investments Co. grew its position in shares of Schwab US Small-Cap ETF by 8.0% in the 2nd quarter. Sei Investments Co. now owns 15,481,401 shares of the company’s stock valued at $391,681,000 after buying an additional 1,144,820 shares during the last quarter. Bank of America Corp DE grew its position in shares of Schwab US Small-Cap ETF by 5.3% in the 2nd quarter. Bank of America Corp DE now owns 19,019,095 shares of the company’s stock valued at $481,183,000 after buying an additional 962,262 shares during the last quarter. Finally, New York Life Investment Management LLC increased its stake in shares of Schwab US Small-Cap ETF by 151.5% in the third quarter. New York Life Investment Management LLC now owns 1,350,769 shares of the company’s stock valued at $37,686,000 after buying an additional 813,680 shares during the period.

Schwab US Small-Cap ETF Price Performance

Shares of SCHA opened at $28.46 on Monday. The business has a 50-day moving average of $30.07 and a 200-day moving average of $28.99. The company has a market capitalization of $19.59 billion, a price-to-earnings ratio of 17.65 and a beta of 1.13. Schwab US Small-Cap ETF has a 1 year low of $20.04 and a 1 year high of $31.25.

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.