Schwab US Small-Cap ETF $SCHA Shares Sold by Roberts Wealth Advisors LLC

Roberts Wealth Advisors LLC cut its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 1.7% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 35,559 shares of the company’s stock after selling 601 shares during the period. Roberts Wealth Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $900,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. MADDEN SECURITIES Corp raised its stake in Schwab US Small-Cap ETF by 0.5% during the 2nd quarter. MADDEN SECURITIES Corp now owns 91,831 shares of the company’s stock valued at $2,323,000 after acquiring an additional 500 shares in the last quarter. Capital Advisors Inc. OK bought a new stake in shares of Schwab US Small-Cap ETF during the second quarter valued at about $210,000. Valeo Financial Advisors LLC lifted its holdings in Schwab US Small-Cap ETF by 172.5% in the second quarter. Valeo Financial Advisors LLC now owns 61,405 shares of the company’s stock worth $1,554,000 after purchasing an additional 38,871 shares during the period. Joule Financial LLC grew its position in Schwab US Small-Cap ETF by 23.5% in the 2nd quarter. Joule Financial LLC now owns 814,902 shares of the company’s stock valued at $20,617,000 after buying an additional 155,283 shares in the last quarter. Finally, Sage Financial Group Inc. increased its stake in Schwab US Small-Cap ETF by 1.4% during the 2nd quarter. Sage Financial Group Inc. now owns 690,750 shares of the company’s stock valued at $17,476,000 after buying an additional 9,339 shares during the period.

Schwab US Small-Cap ETF Trading Up 0.2%

SCHA stock opened at $28.33 on Tuesday. The firm’s 50-day moving average is $27.13 and its two-hundred day moving average is $25.18. The company has a market capitalization of $19.51 billion, a price-to-earnings ratio of 17.65 and a beta of 1.17. Schwab US Small-Cap ETF has a 52 week low of $20.04 and a 52 week high of $28.57.

Schwab US Small-Cap ETF 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.