Stratos Wealth Advisors LLC Invests $523,000 in Schwab US Small-Cap ETF (SCHA)

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Stratos Wealth Advisors LLC purchased a new stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the first quarter, HoldingsChannel.com reports. The institutional investor purchased 7,486 shares of the company’s stock, valued at approximately $523,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Sontag Advisory LLC acquired a new position in Schwab US Small-Cap ETF during the fourth quarter worth about $29,000. Whittier Trust Co. acquired a new position in Schwab US Small-Cap ETF during the fourth quarter worth about $30,000. Versant Capital Management Inc grew its holdings in Schwab US Small-Cap ETF by 50.3% during the first quarter. Versant Capital Management Inc now owns 469 shares of the company’s stock worth $32,000 after acquiring an additional 157 shares during the period. Patriot Financial Group Insurance Agency LLC grew its holdings in Schwab US Small-Cap ETF by 106.8% during the first quarter. Patriot Financial Group Insurance Agency LLC now owns 459 shares of the company’s stock worth $32,000 after acquiring an additional 237 shares during the period. Finally, Karp Capital Management Corp acquired a new position in Schwab US Small-Cap ETF during the fourth quarter worth about $41,000.

NYSEARCA:SCHA traded up $0.80 during mid-day trading on Thursday, reaching $71.33. 2,096 shares of the stock were exchanged, compared to its average volume of 520,398. Schwab US Small-Cap ETF has a 1-year low of $57.04 and a 1-year high of $78.34.

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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.

Read More: Book Value Per Share – BVPS

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).

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

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