Compass Financial Group INC SD lifted its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 6.6% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 331,348 shares of the company’s stock after purchasing an additional 20,433 shares during the period. Schwab US Small-Cap ETF accounts for 1.2% of Compass Financial Group INC SD’s holdings, making the stock its 15th biggest position. Compass Financial Group INC SD’s holdings in Schwab US Small-Cap ETF were worth $10,812,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors have also recently bought and sold shares of SCHA. Sax Wealth Advisors LLC raised its stake in Schwab US Small-Cap ETF by 1.7% in the 3rd quarter. Sax Wealth Advisors LLC now owns 18,327 shares of the company’s stock valued at $598,000 after acquiring an additional 310 shares during the period. Fermata Advisors LLC raised its stake in Schwab US Small-Cap ETF by 3.2% during the third quarter. Fermata Advisors LLC now owns 21,081 shares of the company’s stock worth $688,000 after acquiring an additional 662 shares in the last quarter. Avior Wealth Management LLC bought a new position in shares of Schwab US Small-Cap ETF in the 3rd quarter valued at $3,126,000. Armstrong Advisory Group Inc. grew its holdings in shares of Schwab US Small-Cap ETF by 399.8% during the third quarter. Armstrong Advisory Group Inc. now owns 2,049 shares of the company’s stock worth $67,000 after purchasing an additional 1,639 shares during the last quarter. Finally, Marquette Asset Management LLC acquired a new position in Schwab US Small-Cap ETF in the 3rd quarter valued at approximately $8,156,000.
Schwab US Small-Cap ETF Stock Performance
Shares of SCHA traded down $0.16 during mid-day trading on Tuesday, reaching $32.50. 1,273,001 shares of the company were exchanged, compared to its average volume of 2,867,204. The stock has a market capitalization of $22.38 billion, a PE ratio of 17.65 and a beta of 1.11. The business has a 50 day simple moving average of $33.96 and a two-hundred day simple moving average of $33.43. Schwab US Small-Cap ETF has a 52 week low of $26.45 and a 52 week high of $36.20.
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. 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.
Further Reading
- Five stocks we like better than Schwab US Small-Cap ETF
- Surgical Precision, Sustainable Returns: Johnson & Johnson Secures its Cash Flow Runway
- Tesla’s Robotaxi Lands in Paris—But Europe’s Real Fight Is Over Cheap EVs
- IonQ Fell 9% on a $1.3 Billion Deal—Is Wall Street Missing Something?
- JPMorgan Earnings Miss Estimates But Reveal Broad-Based Strength
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:SCHA – Free Report).
Receive News & Ratings for Schwab US Small-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab US Small-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.
