Schwab US Small-Cap ETF $SCHA Stock Holdings Boosted by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC lifted its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 181.6% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 63,455 shares of the company’s stock after buying an additional 40,921 shares during the period. Valeo Financial Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $1,605,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of SCHA. Empower Advisory Group LLC grew its holdings in Schwab US Small-Cap ETF by 26.7% during the second quarter. Empower Advisory Group LLC now owns 33,442,998 shares of the company’s stock worth $846,108,000 after acquiring an additional 7,049,998 shares during the period. Wealth Enhancement Advisory Services LLC boosted its position in shares of Schwab US Small-Cap ETF by 67.2% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 4,652,197 shares of the company’s stock valued at $121,329,000 after purchasing an additional 1,869,642 shares in the last quarter. Jones Financial Companies Lllp grew its stake in shares of Schwab US Small-Cap ETF by 219.3% in the 1st quarter. Jones Financial Companies Lllp now owns 2,549,130 shares of the company’s stock worth $59,726,000 after purchasing an additional 1,750,900 shares during the last quarter. RMG Wealth Management LLC bought a new stake in shares of Schwab US Small-Cap ETF in the 2nd quarter worth approximately $36,040,000. Finally, Corient Private Wealth LLC raised its holdings in shares of Schwab US Small-Cap ETF by 105.1% in the 2nd quarter. Corient Private Wealth LLC now owns 2,427,258 shares of the company’s stock worth $61,427,000 after purchasing an additional 1,243,640 shares in the last quarter.

Schwab US Small-Cap ETF Price Performance

SCHA stock opened at $28.94 on Tuesday. The firm has a market cap of $19.93 billion, a PE ratio of 17.65 and a beta of 1.13. Schwab US Small-Cap ETF has a 12 month low of $20.04 and a 12 month high of $29.60. The firm has a 50 day simple moving average of $28.11 and a 200 day simple moving average of $26.96.

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.