Legacy Wealth Management Inc Has $24.10 Million Stake in Schwab US Small-Cap ETF $SCHA

Legacy Wealth Management Inc lowered its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 5.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 846,199 shares of the company’s stock after selling 44,489 shares during the period. Schwab US Small-Cap ETF comprises about 1.4% of Legacy Wealth Management Inc’s portfolio, making the stock its 12th largest holding. Legacy Wealth Management Inc owned 0.12% of Schwab US Small-Cap ETF worth $24,100,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in SCHA. Godsey & Gibb Inc. acquired a new position in shares of Schwab US Small-Cap ETF during the 3rd quarter worth about $28,000. Kiker Wealth Management LLC bought a new position in shares of Schwab US Small-Cap ETF in the 3rd quarter valued at about $31,000. Tompkins Financial Corp increased its position in shares of Schwab US Small-Cap ETF by 1,982.7% in the fourth quarter. Tompkins Financial Corp now owns 1,083 shares of the company’s stock valued at $31,000 after acquiring an additional 1,031 shares during the last quarter. Stephens Consulting LLC increased its position in shares of Schwab US Small-Cap ETF by 3,108.3% in the fourth quarter. Stephens Consulting LLC now owns 1,155 shares of the company’s stock valued at $33,000 after acquiring an additional 1,119 shares during the last quarter. Finally, Fifth Third Bancorp raised its holdings in Schwab US Small-Cap ETF by 46.0% during the third quarter. Fifth Third Bancorp now owns 1,273 shares of the company’s stock worth $36,000 after acquiring an additional 401 shares in the last quarter.

Schwab US Small-Cap ETF Stock Performance

Shares of NYSEARCA SCHA opened at $29.52 on Monday. The stock has a 50 day moving average price of $29.92 and a 200 day moving average price of $29.04. Schwab US Small-Cap ETF has a 52 week low of $20.04 and a 52 week high of $31.25. The stock has a market capitalization of $20.32 billion, a PE ratio of 17.65 and a beta of 1.13.

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. 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.