Legacy Wealth Management LLC Has $26.48 Million Position in Schwab US Small-Cap ETF $SCHA

Legacy Wealth Management LLC lessened its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 10.0% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 732,766 shares of the company’s stock after selling 81,682 shares during the period. Schwab US Small-Cap ETF makes up 1.4% of Legacy Wealth Management LLC’s portfolio, making the stock its 11th biggest position. Legacy Wealth Management LLC owned about 0.11% of Schwab US Small-Cap ETF worth $26,475,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in SCHA. Brighton Jones LLC boosted its holdings in Schwab US Small-Cap ETF by 182.3% during the fourth quarter. Brighton Jones LLC now owns 57,719 shares of the company’s stock valued at $1,493,000 after purchasing an additional 37,271 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Schwab US Small-Cap ETF by 104.3% in the 4th quarter. Revolve Wealth Partners LLC now owns 100,044 shares of the company’s stock worth $2,587,000 after buying an additional 51,064 shares in the last quarter. Bison Wealth LLC raised its holdings in shares of Schwab US Small-Cap ETF by 97.3% in the 4th quarter. Bison Wealth LLC now owns 12,578 shares of the company’s stock worth $325,000 after buying an additional 6,203 shares in the last quarter. Royal Bank of Canada lifted its position in shares of Schwab US Small-Cap ETF by 10.9% during the 1st quarter. Royal Bank of Canada now owns 314,680 shares of the company’s stock worth $7,373,000 after buying an additional 30,971 shares during the period. Finally, AQR Capital Management LLC lifted its position in shares of Schwab US Small-Cap ETF by 7.7% during the 1st quarter. AQR Capital Management LLC now owns 109,798 shares of the company’s stock worth $2,573,000 after buying an additional 7,840 shares during the period.

Schwab US Small-Cap ETF Price Performance

Shares of SCHA stock opened at $34.83 on Monday. The stock’s fifty day simple moving average is $34.51 and its 200 day simple moving average is $32.22. Schwab US Small-Cap ETF has a one year low of $25.67 and a one year high of $36.20. The firm has a market cap of $23.98 billion, a price-to-earnings ratio of 17.65 and a beta of 1.10.

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. 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.