AE Wealth Management LLC Has $749,000 Position in Schwab US Small-Cap ETF $SCHA

AE Wealth Management LLC lifted its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 32.9% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 29,618 shares of the company’s stock after buying an additional 7,340 shares during the quarter. AE Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $749,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC grew its holdings in Schwab US Small-Cap ETF by 182.3% in the 4th quarter. Brighton Jones LLC now owns 57,719 shares of the company’s stock valued at $1,493,000 after buying an additional 37,271 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in Schwab US Small-Cap ETF by 104.3% during the fourth quarter. Revolve Wealth Partners LLC now owns 100,044 shares of the company’s stock worth $2,587,000 after purchasing an additional 51,064 shares during the last quarter. Bison Wealth LLC boosted its stake in Schwab US Small-Cap ETF by 97.3% in the fourth quarter. Bison Wealth LLC now owns 12,578 shares of the company’s stock valued at $325,000 after buying an additional 6,203 shares in the last quarter. Bank of New York Mellon Corp boosted its stake in shares of Schwab US Small-Cap ETF by 15.5% in the 1st quarter. Bank of New York Mellon Corp now owns 240,577 shares of the company’s stock valued at $5,637,000 after purchasing an additional 32,298 shares in the last quarter. Finally, Sigma Planning Corp acquired a new stake in Schwab US Small-Cap ETF in the first quarter valued at approximately $205,000.

Schwab US Small-Cap ETF Stock Performance

NYSEARCA SCHA opened at $27.42 on Friday. The firm’s fifty day moving average price is $27.96 and its two-hundred day moving average price is $26.25. The stock has a market cap of $18.88 billion, a PE ratio of 17.65 and a beta of 1.13. Schwab US Small-Cap ETF has a fifty-two week low of $20.04 and a fifty-two week high of $28.82.

About Schwab US Small-Cap ETF

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.