HHM Wealth Advisors LLC Reduces Stake in Schwab US Small-Cap ETF $SCHA

HHM Wealth Advisors LLC lessened its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 14.3% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 413,659 shares of the company’s stock after selling 69,255 shares during the period. Schwab US Small-Cap ETF accounts for approximately 1.3% of HHM Wealth Advisors LLC’s portfolio, making the stock its 15th biggest position. HHM Wealth Advisors LLC owned about 0.06% of Schwab US Small-Cap ETF worth $11,541,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Empower Advisory Group LLC increased its position in Schwab US Small-Cap ETF by 26.7% during the second quarter. Empower Advisory Group LLC now owns 33,442,998 shares of the company’s stock worth $846,108,000 after purchasing an additional 7,049,998 shares during the last quarter. Bank of America Corp DE increased its holdings in shares of Schwab US Small-Cap ETF by 5.3% during the 2nd quarter. Bank of America Corp DE now owns 19,019,095 shares of the company’s stock worth $481,183,000 after buying an additional 962,262 shares during the last quarter. Sei Investments Co. increased its holdings in shares of Schwab US Small-Cap ETF by 8.0% during the 2nd quarter. Sei Investments Co. now owns 15,481,401 shares of the company’s stock worth $391,681,000 after buying an additional 1,144,820 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its position in shares of Schwab US Small-Cap ETF by 21.1% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 4,944,338 shares of the company’s stock valued at $125,092,000 after buying an additional 861,800 shares during the period. Finally, Creative Planning lifted its holdings in Schwab US Small-Cap ETF by 3.1% in the second quarter. Creative Planning now owns 4,689,773 shares of the company’s stock valued at $118,651,000 after acquiring an additional 140,068 shares during the last quarter.

Schwab US Small-Cap ETF Stock Performance

Shares of Schwab US Small-Cap ETF stock opened at $30.54 on Monday. The stock has a 50 day moving average of $28.74 and a 200 day moving average of $27.72. The firm has a market capitalization of $21.03 billion, a price-to-earnings 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 $30.73.

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.