Schwab US Small-Cap ETF $SCHA Shares Sold by Waverly Advisors LLC

Waverly Advisors LLC reduced its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 6.3% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 382,496 shares of the company’s stock after selling 25,820 shares during the period. Waverly Advisors LLC owned 0.06% of Schwab US Small-Cap ETF worth $13,820,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of the stock. International Assets Investment Management LLC acquired a new stake in Schwab US Small-Cap ETF during the 4th quarter valued at $31,000. Angeles Wealth Management LLC raised its holdings in shares of Schwab US Small-Cap ETF by 81.8% in the first quarter. Angeles Wealth Management LLC now owns 1,109 shares of the company’s stock worth $32,000 after acquiring an additional 499 shares during the last quarter. Main Street Group LTD acquired a new position in shares of Schwab US Small-Cap ETF in the first quarter worth $33,000. Hilton Head Capital Partners LLC purchased a new stake in shares of Schwab US Small-Cap ETF in the fourth quarter valued at $34,000. Finally, Markowski Investments purchased a new stake in shares of Schwab US Small-Cap ETF in the second quarter valued at $34,000.

Schwab US Small-Cap ETF Price Performance

Schwab US Small-Cap ETF stock opened at $34.46 on Wednesday. The stock has a market capitalization of $23.73 billion, a P/E ratio of 17.65 and a beta of 1.10. The firm’s 50-day moving average is $34.52 and its two-hundred day moving average is $32.86. Schwab US Small-Cap ETF has a 12-month low of $26.45 and a 12-month high of $36.20.

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.