Global Wealth Strategies & Associates Has $11.58 Million Holdings in Schwab US Small-Cap ETF $SCHA

Global Wealth Strategies & Associates lifted its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 12.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 320,503 shares of the company’s stock after acquiring an additional 34,605 shares during the period. Schwab US Small-Cap ETF makes up about 2.2% of Global Wealth Strategies & Associates’ investment portfolio, making the stock its 12th largest holding. Global Wealth Strategies & Associates’ holdings in Schwab US Small-Cap ETF were worth $11,580,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Morton Brown Family Wealth LLC bought a new stake in Schwab US Small-Cap ETF in the 4th quarter valued at $30,000. International Assets Investment Management LLC bought a new position in Schwab US Small-Cap ETF during the 4th quarter worth about $31,000. Angeles Wealth Management LLC raised its stake in shares of Schwab US Small-Cap ETF by 81.8% in the 1st quarter. Angeles Wealth Management LLC now owns 1,109 shares of the company’s stock valued at $32,000 after purchasing an additional 499 shares during the period. Main Street Group LTD bought a new stake in shares of Schwab US Small-Cap ETF in the first quarter valued at about $33,000. Finally, Hilton Head Capital Partners LLC bought a new stake in shares of Schwab US Small-Cap ETF in the fourth quarter valued at about $34,000.

Schwab US Small-Cap ETF Price Performance

SCHA stock opened at $33.56 on Monday. The stock has a market capitalization of $23.11 billion, a P/E ratio of 17.65 and a beta of 1.09. The business has a 50-day moving average of $34.43 and a 200-day moving average of $32.07. Schwab US Small-Cap ETF has a fifty-two week low of $24.95 and a fifty-two week high of $36.20.

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.