Sovereign Financial Group Inc. Raises Stake in Schwab US Small-Cap ETF $SCHA

Sovereign Financial Group Inc. increased its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 21.8% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 21,148 shares of the company’s stock after purchasing an additional 3,785 shares during the period. Sovereign Financial Group Inc.’s holdings in Schwab US Small-Cap ETF were worth $535,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the stock. Concurrent Investment Advisors LLC lifted its holdings in Schwab US Small-Cap ETF by 10.5% during the 2nd quarter. Concurrent Investment Advisors LLC now owns 42,120 shares of the company’s stock worth $1,066,000 after purchasing an additional 3,987 shares in the last quarter. Johnson Investment Counsel Inc. raised its holdings in shares of Schwab US Small-Cap ETF by 3.0% in the 2nd quarter. Johnson Investment Counsel Inc. now owns 682,705 shares of the company’s stock valued at $17,272,000 after acquiring an additional 19,842 shares in the last quarter. Apollon Wealth Management LLC raised its holdings in shares of Schwab US Small-Cap ETF by 2.8% in the 2nd quarter. Apollon Wealth Management LLC now owns 126,148 shares of the company’s stock valued at $3,192,000 after acquiring an additional 3,433 shares in the last quarter. PrairieView Partners LLC raised its holdings in shares of Schwab US Small-Cap ETF by 3.7% in the 2nd quarter. PrairieView Partners LLC now owns 130,701 shares of the company’s stock valued at $3,306,000 after acquiring an additional 4,703 shares in the last quarter. Finally, JFS Wealth Advisors LLC raised its holdings in shares of Schwab US Small-Cap ETF by 1.6% in the 2nd quarter. JFS Wealth Advisors LLC now owns 71,674 shares of the company’s stock valued at $1,813,000 after acquiring an additional 1,134 shares in the last quarter.

Schwab US Small-Cap ETF Stock Down 3.1%

NYSEARCA:SCHA opened at $27.17 on Monday. The business’s 50-day moving average price is $27.30 and its two-hundred day moving average price is $25.28. Schwab US Small-Cap ETF has a twelve month low of $20.04 and a twelve month high of $28.57. The stock has a market cap of $18.71 billion, a P/E ratio of 17.65 and a beta of 1.17.

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.