BerganKDV Wealth Management LLC grew its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 3.2% during the 2nd quarter, HoldingsChannel reports. The fund owned 231,636 shares of the company’s stock after purchasing an additional 7,242 shares during the period. Schwab US Small-Cap ETF comprises about 2.9% of BerganKDV Wealth Management LLC’s investment portfolio, making the stock its 9th largest holding. BerganKDV Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $24,132,000 at the end of the most recent reporting period.
Several other institutional investors have also recently added to or reduced their stakes in the company. Stonebridge Financial Planning Group LLC purchased a new stake in shares of Schwab US Small-Cap ETF in the first quarter worth approximately $27,000. Choate Investment Advisors bought a new position in Schwab US Small-Cap ETF in the 2nd quarter valued at $33,000. Meeder Asset Management Inc. increased its stake in Schwab US Small-Cap ETF by 49.1% in the second quarter. Meeder Asset Management Inc. now owns 340 shares of the company’s stock worth $35,000 after purchasing an additional 112 shares during the period. HM Payson & Co. lifted its position in shares of Schwab US Small-Cap ETF by 72.9% during the first quarter. HM Payson & Co. now owns 363 shares of the company’s stock worth $36,000 after purchasing an additional 153 shares during the last quarter. Finally, SRS Capital Advisors Inc. purchased a new stake in shares of Schwab US Small-Cap ETF during the second quarter valued at $37,000.
SCHA traded up $0.70 on Wednesday, reaching $101.68. 1,203 shares of the company traded hands, compared to its average volume of 564,401. Schwab US Small-Cap ETF has a one year low of $64.94 and a one year high of $106.13. The firm has a fifty day simple moving average of $101.49 and a two-hundred day simple moving average of $101.73.
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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