Values Added Financial LLC Has $4.05 Million Holdings in Schwab US Small-Cap ETF $SCHA

Values Added Financial LLC boosted its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 28.1% during the second quarter, Holdings Channel.com reports. The institutional investor owned 160,034 shares of the company’s stock after acquiring an additional 35,091 shares during the quarter. Schwab US Small-Cap ETF accounts for approximately 2.0% of Values Added Financial LLC’s portfolio, making the stock its 14th largest position. Values Added Financial LLC’s holdings in Schwab US Small-Cap ETF were worth $4,049,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in SCHA. Brighton Jones LLC grew its position in shares of Schwab US Small-Cap ETF by 182.3% in the fourth quarter. Brighton Jones LLC now owns 57,719 shares of the company’s stock valued at $1,493,000 after purchasing an additional 37,271 shares during the last quarter. Revolve Wealth Partners LLC grew its position in shares of 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 valued at $2,587,000 after purchasing an additional 51,064 shares during the last quarter. Bison Wealth LLC grew its position in shares of Schwab US Small-Cap ETF by 97.3% in the fourth 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 during the last quarter. GAMMA Investing LLC grew its position in shares of Schwab US Small-Cap ETF by 2,244.2% in the first quarter. GAMMA Investing LLC now owns 12,471 shares of the company’s stock valued at $292,000 after purchasing an additional 11,939 shares during the last quarter. Finally, Miracle Mile Advisors LLC acquired a new position in shares of Schwab US Small-Cap ETF in the first quarter valued at approximately $226,000.

Schwab US Small-Cap ETF Trading Up 1.0%

Schwab US Small-Cap ETF stock opened at $28.28 on Thursday. Schwab US Small-Cap ETF has a 12 month low of $20.04 and a 12 month high of $28.57. The stock’s 50 day moving average is $27.21 and its 200-day moving average is $25.22. The company has a market capitalization of $19.47 billion, a price-to-earnings ratio of 17.65 and a beta of 1.17.

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.