Schwab US Small-Cap ETF $SCHA Shares Sold by Athena Investment Management

Athena Investment Management lessened its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 5.7% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 302,407 shares of the company’s stock after selling 18,168 shares during the period. Schwab US Small-Cap ETF accounts for 4.4% of Athena Investment Management’s portfolio, making the stock its 3rd biggest holding. Athena Investment Management’s holdings in Schwab US Small-Cap ETF were worth $8,437,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently bought and sold shares of the company. Brighton Jones LLC raised its holdings in Schwab US Small-Cap ETF by 182.3% during the fourth quarter. Brighton Jones LLC now owns 57,719 shares of the company’s stock worth $1,493,000 after purchasing an additional 37,271 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in Schwab US Small-Cap ETF by 104.3% in 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 period. Bison Wealth LLC boosted its stake in Schwab US Small-Cap ETF by 97.3% during the 4th quarter. Bison Wealth LLC now owns 12,578 shares of the company’s stock valued at $325,000 after purchasing an additional 6,203 shares in the last quarter. Royal Bank of Canada increased its position in shares of Schwab US Small-Cap ETF by 10.9% during the 1st quarter. Royal Bank of Canada now owns 314,680 shares of the company’s stock valued at $7,373,000 after purchasing an additional 30,971 shares during the period. Finally, AQR Capital Management LLC increased its position in shares of Schwab US Small-Cap ETF by 7.7% during the 1st quarter. AQR Capital Management LLC now owns 109,798 shares of the company’s stock valued at $2,573,000 after purchasing an additional 7,840 shares during the period.

Schwab US Small-Cap ETF Stock Performance

SCHA opened at $28.77 on Friday. The company has a market capitalization of $19.81 billion, a PE ratio of 17.65 and a beta of 1.13. The stock’s fifty day moving average is $30.28 and its 200-day moving average is $28.85. Schwab US Small-Cap ETF has a one year low of $20.04 and a one year high of $31.25.

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.