Capital Advisors Ltd. LLC increased its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 11.3% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 15,955 shares of the company’s stock after acquiring an additional 1,616 shares during the period. Capital Advisors Ltd. LLC’s holdings in Schwab US Small-Cap ETF were worth $374,000 at the end of the most recent reporting period.
A number of other large investors have also modified their holdings of the company. Zhang Financial LLC increased its holdings in shares of Schwab US Small-Cap ETF by 11.5% in the 1st quarter. Zhang Financial LLC now owns 23,401 shares of the company’s stock worth $548,000 after acquiring an additional 2,407 shares during the period. Skyline Advisors Inc. increased its holdings in shares of Schwab US Small-Cap ETF by 6.1% in the 1st quarter. Skyline Advisors Inc. now owns 13,830 shares of the company’s stock worth $324,000 after acquiring an additional 796 shares during the period. Alpha Omega Wealth Management LLC increased its holdings in shares of Schwab US Small-Cap ETF by 0.6% in the 1st quarter. Alpha Omega Wealth Management LLC now owns 103,310 shares of the company’s stock worth $2,421,000 after acquiring an additional 600 shares during the period. Donaldson Capital Management LLC increased its holdings in shares of Schwab US Small-Cap ETF by 4.0% in the 1st quarter. Donaldson Capital Management LLC now owns 37,679 shares of the company’s stock worth $883,000 after acquiring an additional 1,433 shares during the period. Finally, Orgel Wealth Management LLC grew its position in Schwab US Small-Cap ETF by 0.5% in the 1st quarter. Orgel Wealth Management LLC now owns 226,320 shares of the company’s stock valued at $5,303,000 after buying an additional 1,049 shares in the last quarter.
Schwab US Small-Cap ETF Stock Down 0.5%
Shares of SCHA opened at $25.00 on Thursday. The firm has a 50-day moving average price of $23.30 and a 200 day moving average price of $24.98. The firm has a market capitalization of $17.16 billion, a PE ratio of 17.26 and a beta of 1.13. Schwab US Small-Cap ETF has a 52-week low of $20.04 and a 52-week high of $28.57.
About Schwab US Small-Cap ETF
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.
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