Midwestern Financial LLC IA Takes $1.13 Million Position in Schwab US Small-Cap ETF $SCHA

Midwestern Financial LLC IA bought a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 44,517 shares of the company’s stock, valued at approximately $1,126,000. Schwab US Small-Cap ETF accounts for 1.1% of Midwestern Financial LLC IA’s investment portfolio, making the stock its 29th largest holding.

Several other institutional investors and hedge funds have also recently bought and sold shares of SCHA. Verdence Capital Advisors LLC acquired a new stake in shares of Schwab US Small-Cap ETF during the second quarter worth about $203,000. Courage Miller Partners LLC increased its position in Schwab US Small-Cap ETF by 9.0% in the 2nd quarter. Courage Miller Partners LLC now owns 378,178 shares of the company’s stock valued at $9,568,000 after acquiring an additional 31,098 shares during the period. Flow Traders U.S. LLC purchased a new stake in Schwab US Small-Cap ETF during the 2nd quarter valued at approximately $2,194,000. D.A. Davidson & CO. lifted its position in Schwab US Small-Cap ETF by 8.7% during the 2nd quarter. D.A. Davidson & CO. now owns 10,966 shares of the company’s stock worth $277,000 after acquiring an additional 876 shares during the period. Finally, FIDELIS iM LLC grew its stake in shares of Schwab US Small-Cap ETF by 0.8% in the 2nd quarter. FIDELIS iM LLC now owns 734,894 shares of the company’s stock valued at $18,593,000 after purchasing an additional 5,955 shares during the last quarter.

Schwab US Small-Cap ETF Trading Down 1.4%

NYSEARCA:SCHA opened at $29.11 on Friday. Schwab US Small-Cap ETF has a 12-month low of $20.04 and a 12-month high of $29.60. The stock’s 50 day simple moving average is $28.10 and its 200-day simple moving average is $26.91. The firm has a market cap of $20.04 billion, a P/E ratio of 17.65 and a beta of 1.13.

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.