Schwab US Small-Cap ETF $SCHA is Sims Investment Management LLC’s 2nd Largest Position

by · The Markets Daily

Sims Investment Management LLC raised its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 1.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,857,955 shares of the company’s stock after purchasing an additional 19,759 shares during the period. Schwab US Small-Cap ETF comprises about 18.8% of Sims Investment Management LLC’s investment portfolio, making the stock its 2nd largest position. Sims Investment Management LLC’s holdings in Schwab US Small-Cap ETF were worth $51,837,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. SYM FINANCIAL Corp purchased a new stake in Schwab US Small-Cap ETF in the 2nd quarter worth approximately $28,000. Hantz Financial Services Inc. lifted its stake in shares of Schwab US Small-Cap ETF by 111.7% during the 2nd quarter. Hantz Financial Services Inc. now owns 1,137 shares of the company’s stock worth $29,000 after purchasing an additional 600 shares during the period. Hoey Investments Inc. acquired a new stake in shares of Schwab US Small-Cap ETF during the second quarter worth $29,000. Crowley Wealth Management Inc. grew its position in shares of Schwab US Small-Cap ETF by 50.0% in the second quarter. Crowley Wealth Management Inc. now owns 1,200 shares of the company’s stock valued at $30,000 after purchasing an additional 400 shares during the period. Finally, Compass Financial Services Inc acquired a new position in Schwab US Small-Cap ETF in the first quarter valued at $37,000.

Schwab US Small-Cap ETF Trading Up 1.1%

NYSEARCA SCHA opened at $28.80 on Friday. The business’s 50-day moving average price is $28.34 and its 200 day moving average price is $27.35. Schwab US Small-Cap ETF has a twelve month low of $20.04 and a twelve month high of $29.60. The company has a market capitalization of $19.83 billion, a PE ratio of 17.65 and a beta of 1.13.

Schwab US Small-Cap ETF Company Profile

(Free Report)

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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