EverSource Wealth Advisors LLC Has $1.66 Million Stock Holdings in Schwab US Small-Cap ETF $SCHA

EverSource Wealth Advisors LLC lifted its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 494.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 59,363 shares of the company’s stock after purchasing an additional 49,385 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $1,656,000 at the end of the most recent reporting period.

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

Schwab US Small-Cap ETF Price Performance

SCHA stock opened at $30.65 on Wednesday. The business has a fifty day moving average price of $30.01 and a 200 day moving average price of $28.59. Schwab US Small-Cap ETF has a fifty-two week low of $20.04 and a fifty-two week high of $31.25. The stock has a market capitalization of $21.10 billion, a price-to-earnings ratio of 17.65 and a beta of 1.13.

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. 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.