RKL Wealth Management LLC Has $15.04 Million Holdings in Schwab US Small-Cap ETF $SCHA

RKL Wealth Management LLC lessened its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 9.4% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 594,508 shares of the company’s stock after selling 61,566 shares during the quarter. Schwab US Small-Cap ETF comprises 1.3% of RKL Wealth Management LLC’s investment portfolio, making the stock its 22nd biggest position. RKL Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $15,041,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently bought and sold shares of the business. Empower Advisory Group LLC raised its stake in Schwab US Small-Cap ETF by 4.2% during the first quarter. Empower Advisory Group LLC now owns 26,393,000 shares of the company’s stock worth $618,388,000 after acquiring an additional 1,057,580 shares in the last quarter. Cerity Partners LLC raised its stake in Schwab US Small-Cap ETF by 2.9% during the first quarter. Cerity Partners LLC now owns 4,783,873 shares of the company’s stock worth $112,086,000 after acquiring an additional 137,074 shares in the last quarter. Wealth Enhancement Advisory Services LLC raised its stake in Schwab US Small-Cap ETF by 67.2% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 4,652,197 shares of the company’s stock worth $121,329,000 after acquiring an additional 1,869,642 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its stake in Schwab US Small-Cap ETF by 19.0% during the first quarter. Northwestern Mutual Wealth Management Co. now owns 4,082,538 shares of the company’s stock worth $95,654,000 after acquiring an additional 652,644 shares in the last quarter. Finally, HighTower Advisors LLC raised its stake in Schwab US Small-Cap ETF by 6.3% during the first quarter. HighTower Advisors LLC now owns 2,781,634 shares of the company’s stock worth $65,174,000 after acquiring an additional 165,050 shares in the last quarter.

Schwab US Small-Cap ETF Trading Up 0.1%

Shares of NYSEARCA SCHA opened at $27.94 on Thursday. The company has a market cap of $19.24 billion, a price-to-earnings ratio of 17.65 and a beta of 1.17. Schwab US Small-Cap ETF has a 12 month low of $20.04 and a 12 month high of $28.57. The stock has a 50-day moving average price of $27.01 and a two-hundred day moving average price of $25.07.

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.