Schwab US Small-Cap ETF $SCHA Stock Holdings Reduced by Obermeyer Wealth Partners

by · The Markets Daily

Obermeyer Wealth Partners lessened its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 88.5% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 9,108 shares of the company’s stock after selling 70,339 shares during the period. Obermeyer Wealth Partners’ holdings in Schwab US Small-Cap ETF were worth $297,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Angeles Wealth Management LLC increased its stake in Schwab US Small-Cap ETF by 81.8% during the 1st quarter. Angeles Wealth Management LLC now owns 1,109 shares of the company’s stock valued at $32,000 after purchasing an additional 499 shares in the last quarter. Align Financial LLC raised its holdings in shares of Schwab US Small-Cap ETF by 101.6% in the third quarter. Align Financial LLC now owns 996 shares of the company’s stock worth $32,000 after buying an additional 502 shares during the last quarter. Main Street Group LTD purchased a new position in shares of Schwab US Small-Cap ETF in the first quarter worth $33,000. Markowski Investments acquired a new stake in shares of Schwab US Small-Cap ETF during the second quarter worth $34,000. Finally, Bessemer Group Inc. acquired a new stake in shares of Schwab US Small-Cap ETF during the first quarter worth $44,000.

Schwab US Small-Cap ETF Price Performance

Shares of SCHA opened at $32.67 on Friday. The firm has a market capitalization of $22.49 billion, a PE ratio of 17.65 and a beta of 1.11. Schwab US Small-Cap ETF has a 1-year low of $26.45 and a 1-year high of $36.20. The company’s fifty day moving average price is $33.56 and its 200-day moving average price is $33.62.

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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