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

Mokosak Advisory Group LLC lowered its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 1.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,196,865 shares of the company’s stock after selling 20,931 shares during the quarter. Schwab US Small-Cap ETF makes up about 8.7% of Mokosak Advisory Group LLC’s holdings, making the stock its 4th largest holding. Mokosak Advisory Group LLC’s holdings in Schwab US Small-Cap ETF were worth $34,811,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. CIBC Private Wealth Group LLC grew its holdings in shares of Schwab US Small-Cap ETF by 41.3% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 70,203 shares of the company’s stock worth $1,959,000 after purchasing an additional 20,505 shares during the period. Meriwether Wealth & Planning LLC purchased a new stake in Schwab US Small-Cap ETF in the 4th quarter valued at about $5,580,000. Rede Wealth LLC purchased a new stake in Schwab US Small-Cap ETF in the 4th quarter valued at about $1,237,000. Dorato Capital Management acquired a new position in Schwab US Small-Cap ETF in the fourth quarter valued at about $2,419,000. Finally, HHM Wealth Advisors LLC lifted its position in Schwab US Small-Cap ETF by 4.4% in the first quarter. HHM Wealth Advisors LLC now owns 465,370 shares of the company’s stock valued at $13,533,000 after buying an additional 19,671 shares during the last quarter.

Schwab US Small-Cap ETF Price Performance

Shares of SCHA stock opened at $34.92 on Friday. Schwab US Small-Cap ETF has a 1-year low of $24.95 and a 1-year high of $36.20. The firm has a market cap of $24.04 billion, a PE ratio of 17.65 and a beta of 1.09. The company has a 50-day moving average of $33.85 and a two-hundred day moving average of $31.34.

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. 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.