Schwab US Small-Cap ETF $SCHA Shares Sold by Orgel Wealth Management LLC

Orgel Wealth Management LLC lessened its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 17.3% in the third quarter, Holdings Channel reports. The institutional investor owned 203,613 shares of the company’s stock after selling 42,693 shares during the quarter. Orgel Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $5,681,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in SCHA. Brighton Jones LLC increased its position in shares of Schwab US Small-Cap ETF by 182.3% in the 4th 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 during the last quarter. Revolve Wealth Partners LLC grew its stake 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 in the last quarter. Bison Wealth LLC increased its holdings in 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 buying an additional 6,203 shares during the last quarter. Russell Investments Group Ltd. increased its holdings in Schwab US Small-Cap ETF by 2,196.9% in the first quarter. Russell Investments Group Ltd. now owns 9,647 shares of the company’s stock valued at $226,000 after buying an additional 9,227 shares during the last quarter. Finally, HC Advisors LLC raised its stake in Schwab US Small-Cap ETF by 1.6% during the first quarter. HC Advisors LLC now owns 102,214 shares of the company’s stock valued at $2,395,000 after buying an additional 1,610 shares in the last quarter.

Schwab US Small-Cap ETF Stock Down 0.6%

NYSEARCA:SCHA opened at $28.77 on Wednesday. The company has a market cap of $19.81 billion, a PE ratio of 17.65 and a beta of 1.13. The business’s 50 day moving average is $28.12 and its two-hundred day moving average is $26.99. Schwab US Small-Cap ETF has a 52 week low of $20.04 and a 52 week high of $29.60.

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.