Gradient Capital Advisors LLC Has $1.90 Million Stake in Schwab US Small-Cap ETF (SCHA)

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Gradient Capital Advisors LLC lifted its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 284.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 31,309 shares of the company’s stock after purchasing an additional 23,160 shares during the quarter. Schwab US Small-Cap ETF accounts for approximately 1.6% of Gradient Capital Advisors LLC’s holdings, making the stock its 18th biggest holding. Gradient Capital Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $1,900,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. WealthPLAN Partners LLC grew its holdings in shares of Schwab US Small-Cap ETF by 4.1% in the 3rd quarter. WealthPLAN Partners LLC now owns 4,537 shares of the company’s stock worth $300,000 after purchasing an additional 180 shares during the last quarter. Asset Planning Services Inc. LA ADV grew its holdings in Schwab US Small-Cap ETF by 1.6% during the 4th quarter. Asset Planning Services Inc. LA ADV now owns 12,355 shares of the company’s stock worth $750,000 after acquiring an additional 190 shares during the last quarter. Heritage Way Advisors LLC grew its holdings in Schwab US Small-Cap ETF by 4.7% during the 4th quarter. Heritage Way Advisors LLC now owns 4,246 shares of the company’s stock worth $258,000 after acquiring an additional 190 shares during the last quarter. Wealthstreet Investment Advisors LLC grew its holdings in Schwab US Small-Cap ETF by 2.6% during the 4th quarter. Wealthstreet Investment Advisors LLC now owns 8,035 shares of the company’s stock worth $537,000 after acquiring an additional 200 shares during the last quarter. Finally, Bowling Portfolio Management LLC grew its holdings in Schwab US Small-Cap ETF by 3.8% during the 4th quarter. Bowling Portfolio Management LLC now owns 6,357 shares of the company’s stock worth $386,000 after acquiring an additional 231 shares during the last quarter.

Shares of NYSEARCA:SCHA opened at $67.46 on Thursday. Schwab US Small-Cap ETF has a 12 month low of $57.04 and a 12 month high of $78.34.

The business also recently disclosed a quarterly dividend, which was paid on Thursday, January 3rd. Shareholders of record on Monday, December 31st were issued a dividend of $0.0218 per share. This represents a $0.09 dividend on an annualized basis and a yield of 0.13%. The ex-dividend date of this dividend was Friday, December 28th.

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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.

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

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