Element Wealth LLC Has $2.60 Million Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Element Wealth LLC reduced its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 2.1% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 111,128 shares of the company’s stock after selling 2,434 shares during the quarter. Schwab US Small-Cap ETF makes up 1.4% of Element Wealth LLC’s investment portfolio, making the stock its 18th largest holding. Element Wealth LLC’s holdings in Schwab US Small-Cap ETF were worth $2,604,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Cassady Schiller Wealth Management LLC lifted its holdings in Schwab US Small-Cap ETF by 77.0% in the 4th quarter. Cassady Schiller Wealth Management LLC now owns 1,055 shares of the company’s stock worth $27,000 after purchasing an additional 459 shares during the last quarter. Contravisory Investment Management Inc. increased its position in Schwab US Small-Cap ETF by 27.9% in the 1st quarter. Contravisory Investment Management Inc. now owns 2,200 shares of the company’s stock worth $52,000 after buying an additional 480 shares during the period. Main Street Group LTD increased its position in Schwab US Small-Cap ETF by 101.6% in the 4th quarter. Main Street Group LTD now owns 1,000 shares of the company’s stock worth $26,000 after buying an additional 504 shares during the period. Barclays PLC increased its position in Schwab US Small-Cap ETF by 100.0% in the 4th quarter. Barclays PLC now owns 1,072 shares of the company’s stock worth $28,000 after buying an additional 536 shares during the period. Finally, D.A. Davidson & CO. increased its position in Schwab US Small-Cap ETF by 5.7% in the 1st quarter. D.A. Davidson & CO. now owns 10,090 shares of the company’s stock worth $236,000 after buying an additional 544 shares during the period.

Schwab US Small-Cap ETF Stock Up 0.7%

Shares of NYSEARCA SCHA opened at $26.08 on Friday. The business’s 50 day moving average is $24.45 and its two-hundred day moving average is $24.67. The company has a market cap of $17.76 billion, a P/E ratio of 17.28 and a beta of 1.17. Schwab US Small-Cap ETF has a 12 month low of $20.04 and a 12 month high of $28.57.

Schwab US Small-Cap ETF 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.