NWM Advisors LLC Buys Shares of 181,744 Schwab US Small-Cap ETF $SCHA

NWM Advisors LLC bought a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 181,744 shares of the company’s stock, valued at approximately $5,176,000. Schwab US Small-Cap ETF makes up approximately 4.5% of NWM Advisors LLC’s investment portfolio, making the stock its 6th largest position.

A number of other institutional investors also recently made changes to their positions in SCHA. Brighton Jones LLC raised its position in shares of Schwab US Small-Cap ETF by 182.3% in the 4th 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 position 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 valued at $2,587,000 after purchasing an additional 51,064 shares in the last quarter. Bison Wealth LLC raised its position 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 valued at $325,000 after purchasing an additional 6,203 shares in the last quarter. Royal Bank of Canada raised its position in shares of Schwab US Small-Cap ETF by 10.9% in the 1st quarter. Royal Bank of Canada now owns 314,680 shares of the company’s stock valued at $7,373,000 after purchasing an additional 30,971 shares in the last quarter. Finally, AQR Capital Management LLC raised its position in shares of Schwab US Small-Cap ETF by 7.7% in the 1st quarter. AQR Capital Management LLC now owns 109,798 shares of the company’s stock valued at $2,573,000 after purchasing an additional 7,840 shares in the last quarter.

Schwab US Small-Cap ETF Trading Up 1.3%

SCHA stock opened at $33.46 on Friday. The firm has a market cap of $23.04 billion, a P/E ratio of 17.65 and a beta of 1.10. Schwab US Small-Cap ETF has a 12-month low of $23.55 and a 12-month high of $33.64. The stock’s 50 day simple moving average is $30.45 and its 200 day simple moving average is $29.62.

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.