Atria Wealth Solutions Inc. Raises Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Atria Wealth Solutions Inc. lifted its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 47.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 31,953 shares of the company’s stock after buying an additional 10,324 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in Schwab US Small-Cap ETF were worth $1,509,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Charles Schwab Investment Advisory Inc. grew its holdings in shares of Schwab US Small-Cap ETF by 2.1% during the third quarter. Charles Schwab Investment Advisory Inc. now owns 73,795,694 shares of the company’s stock worth $3,056,618,000 after buying an additional 1,507,066 shares in the last quarter. Cerity Partners LLC grew its holdings in shares of Schwab US Small-Cap ETF by 755.0% during the fourth quarter. Cerity Partners LLC now owns 16,760,429 shares of the company’s stock worth $791,763,000 after buying an additional 14,800,032 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its position in shares of Schwab US Small-Cap ETF by 3.7% in the third quarter. Charles Schwab Investment Management Inc. now owns 8,983,350 shares of the company’s stock worth $372,090,000 after acquiring an additional 322,503 shares during the last quarter. Sei Investments Co. boosted its position in shares of Schwab US Small-Cap ETF by 0.7% in the third quarter. Sei Investments Co. now owns 7,614,345 shares of the company’s stock worth $315,389,000 after acquiring an additional 51,732 shares during the last quarter. Finally, Creative Planning boosted its position in shares of Schwab US Small-Cap ETF by 31.5% in the third quarter. Creative Planning now owns 2,444,406 shares of the company’s stock worth $101,247,000 after acquiring an additional 584,906 shares during the last quarter.

Schwab US Small-Cap ETF Stock Performance

SCHA opened at $46.03 on Wednesday. The company’s 50 day simple moving average is $47.43 and its 200 day simple moving average is $45.20. Schwab US Small-Cap ETF has a 1 year low of $38.05 and a 1 year high of $49.54. The stock has a market capitalization of $16.02 billion, a PE ratio of 13.86 and a beta of 1.21.

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.