Bartlett & CO. Wealth Management LLC lessened its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 37.8% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 67,582 shares of the company’s stock after selling 41,086 shares during the quarter. Bartlett & CO. Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $1,925,000 as of its most recent SEC filing.
A number of other hedge funds also recently modified their holdings of the stock. Apollon Wealth Management LLC lifted its stake in shares of Schwab US Small-Cap ETF by 3.2% during the 4th quarter. Apollon Wealth Management LLC now owns 177,271 shares of the company’s stock worth $5,049,000 after buying an additional 5,458 shares during the last quarter. Lee Financial Co raised its stake in Schwab US Small-Cap ETF by 0.9% in the 4th quarter. Lee Financial Co now owns 109,709 shares of the company’s stock worth $3,125,000 after purchasing an additional 984 shares in the last quarter. K2 Financial Inc. raised its stake in Schwab US Small-Cap ETF by 3.8% in the 4th quarter. K2 Financial Inc. now owns 171,073 shares of the company’s stock worth $5,105,000 after purchasing an additional 6,339 shares in the last quarter. Flagship Capital Management Inc. acquired a new stake in Schwab US Small-Cap ETF in the 4th quarter worth about $264,000. Finally, Quotient Wealth Partners LLC raised its stake in Schwab US Small-Cap ETF by 5.2% in the 4th quarter. Quotient Wealth Partners LLC now owns 10,844 shares of the company’s stock worth $309,000 after purchasing an additional 538 shares in the last quarter.
Schwab US Small-Cap ETF Stock Down 0.5%
Shares of Schwab US Small-Cap ETF stock opened at $30.68 on Friday. Schwab US Small-Cap ETF has a twelve month low of $20.92 and a twelve month high of $31.25. The company has a 50-day simple moving average of $29.91 and a two-hundred day simple moving average of $29.10. The stock has a market capitalization of $21.12 billion, a price-to-earnings ratio of 17.65 and a beta of 1.09.
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.
Further Reading
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