Schwab US Small-Cap ETF $SCHA is Mokosak Advisory Group LLC’s 4th Largest Position

Mokosak Advisory Group LLC raised its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHAFree Report) by 2.5% in the fourth quarter, HoldingsChannel reports. The firm owned 1,217,796 shares of the company’s stock after buying an additional 30,140 shares during the quarter. Schwab US Small-Cap ETF makes up 8.7% of Mokosak Advisory Group LLC’s investment portfolio, making the stock its 4th largest position. Mokosak Advisory Group LLC’s holdings in Schwab US Small-Cap ETF were worth $34,683,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC boosted its position in shares of 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 worth $1,493,000 after acquiring an additional 37,271 shares during the last quarter. Revolve Wealth Partners LLC grew its position in shares of Schwab US Small-Cap ETF by 104.3% during the fourth quarter. Revolve Wealth Partners LLC now owns 100,044 shares of the company’s stock valued at $2,587,000 after purchasing an additional 51,064 shares in the last quarter. Bison Wealth LLC increased its holdings in shares of 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 worth $325,000 after purchasing an additional 6,203 shares during the last quarter. Royal Bank of Canada lifted its position in shares of Schwab US Small-Cap ETF by 10.9% in the first 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 in the last quarter. Finally, AQR Capital Management LLC boosted its stake in Schwab US Small-Cap ETF by 7.7% during the first quarter. AQR Capital Management LLC now owns 109,798 shares of the company’s stock valued at $2,573,000 after buying an additional 7,840 shares during the last quarter.

Schwab US Small-Cap ETF Price Performance

Shares of SCHA opened at $33.53 on Thursday. The stock has a market capitalization of $23.09 billion, a price-to-earnings ratio of 17.65 and a beta of 1.10. Schwab US Small-Cap ETF has a 1 year low of $23.06 and a 1 year high of $33.55. The business’s 50 day simple moving average is $30.40 and its 200-day simple moving average is $29.58.

Schwab US Small-Cap ETF Profile

(Free Report)

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.

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Want to see what other hedge funds are holding SCHA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Small-Cap ETF (NYSEARCA:SCHAFree Report).

Institutional Ownership by Quarter for Schwab US Small-Cap ETF (NYSEARCA:SCHA)

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