Windsor Advisory Group LLC Invests $1.28 Million in Schwab US Small-Cap ETF $SCHA

Windsor Advisory Group LLC bought a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 44,085 shares of the company’s stock, valued at approximately $1,282,000. Schwab US Small-Cap ETF accounts for about 1.1% of Windsor Advisory Group LLC’s portfolio, making the stock its 21st largest holding.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Brighton Jones LLC lifted its stake in shares of Schwab US Small-Cap ETF by 182.3% during the fourth quarter. Brighton Jones LLC now owns 57,719 shares of the company’s stock worth $1,493,000 after purchasing an additional 37,271 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Schwab US Small-Cap ETF by 104.3% during the 4th quarter. Revolve Wealth Partners LLC now owns 100,044 shares of the company’s stock valued at $2,587,000 after buying an additional 51,064 shares during the period. Bison Wealth LLC raised its holdings in shares of Schwab US Small-Cap ETF by 97.3% during the 4th quarter. Bison Wealth LLC now owns 12,578 shares of the company’s stock valued at $325,000 after buying an additional 6,203 shares during the period. Royal Bank of Canada raised its holdings in shares of Schwab US Small-Cap ETF by 10.9% during the 1st quarter. Royal Bank of Canada now owns 314,680 shares of the company’s stock valued at $7,373,000 after buying an additional 30,971 shares during the period. Finally, AQR Capital Management LLC lifted its position in Schwab US Small-Cap ETF by 7.7% during the 1st quarter. AQR Capital Management LLC now owns 109,798 shares of the company’s stock worth $2,573,000 after acquiring an additional 7,840 shares in the last quarter.

Schwab US Small-Cap ETF Stock Down 1.0%

NYSEARCA SCHA opened at $33.93 on Friday. The stock has a market cap of $23.36 billion, a PE ratio of 17.65 and a beta of 1.09. Schwab US Small-Cap ETF has a fifty-two week low of $24.95 and a fifty-two week high of $36.20. The business has a 50 day moving average price of $34.36 and a two-hundred day moving average price of $31.92.

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.