Empirical Financial Services LLC d.b.a. Empirical Wealth Management decreased its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 16.4% in the first quarter, Holdings Channel.com reports. The firm owned 429,202 shares of the company’s stock after selling 84,193 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in Schwab US Small-Cap ETF were worth $12,481,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds also recently made changes to their positions in SCHA. WJ Financial Advisors LLC lifted its stake in Schwab US Small-Cap ETF by 7.0% in the first quarter. WJ Financial Advisors LLC now owns 64,221 shares of the company’s stock worth $1,868,000 after purchasing an additional 4,224 shares during the last quarter. Chicago Partners Investment Group LLC increased its holdings in shares of Schwab US Small-Cap ETF by 7.4% in the first quarter. Chicago Partners Investment Group LLC now owns 821,213 shares of the company’s stock worth $26,484,000 after buying an additional 56,893 shares during the period. Cdkv Holdings LLC increased its holdings in shares of Schwab US Small-Cap ETF by 4.5% in the first quarter. Cdkv Holdings LLC now owns 76,572 shares of the company’s stock worth $2,227,000 after buying an additional 3,299 shares during the period. Global Assets Advisory LLC bought a new stake in shares of Schwab US Small-Cap ETF in the 1st quarter valued at about $647,000. Finally, Diversify Wealth Management LLC lifted its stake in shares of Schwab US Small-Cap ETF by 1.1% in the 1st quarter. Diversify Wealth Management LLC now owns 313,386 shares of the company’s stock valued at $9,950,000 after acquiring an additional 3,545 shares during the last quarter.
Schwab US Small-Cap ETF Price Performance
Shares of SCHA stock opened at $34.32 on Tuesday. The stock has a market capitalization of $23.63 billion, a PE 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 business has a 50-day moving average of $34.16 and a 200 day moving average of $31.60.
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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