FIDELIS iM LLC Raises Holdings in Schwab US Small-Cap ETF $SCHA

FIDELIS iM LLC lifted its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 3.1% during the first quarter, Holdings Channel reports. The institutional investor owned 848,134 shares of the company’s stock after buying an additional 25,165 shares during the quarter. Schwab US Small-Cap ETF comprises approximately 9.3% of FIDELIS iM LLC’s investment portfolio, making the stock its 4th largest holding. FIDELIS iM LLC’s holdings in Schwab US Small-Cap ETF were worth $24,664,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of SCHA. K2 Financial Inc. boosted its stake in Schwab US Small-Cap ETF by 2.1% in the first quarter. K2 Financial Inc. now owns 174,595 shares of the company’s stock valued at $5,631,000 after acquiring an additional 3,522 shares in the last quarter. Kiley Juergens Wealth Management LLC increased its position in shares of Schwab US Small-Cap ETF by 5.0% during the first quarter. Kiley Juergens Wealth Management LLC now owns 59,750 shares of the company’s stock worth $1,738,000 after purchasing an additional 2,844 shares in the last quarter. Bogart Wealth LLC increased its position in shares of Schwab US Small-Cap ETF by 15.9% during the first quarter. Bogart Wealth LLC now owns 6,540 shares of the company’s stock worth $190,000 after purchasing an additional 896 shares in the last quarter. Ascentis Independent Advisors purchased a new stake in shares of Schwab US Small-Cap ETF during the 1st quarter valued at $185,000. Finally, Pennsylvania Capital Management Inc. ADV boosted its position in shares of Schwab US Small-Cap ETF by 4.6% in the 1st quarter. Pennsylvania Capital Management Inc. ADV now owns 18,585 shares of the company’s stock worth $540,000 after purchasing an additional 820 shares in the last quarter.

Schwab US Small-Cap ETF Price Performance

Shares of SCHA stock opened at $34.50 on Wednesday. Schwab US Small-Cap ETF has a 1-year low of $24.95 and a 1-year high of $36.20. The stock’s fifty day moving average price is $33.96 and its 200 day moving average price is $31.44. The company has a market cap of $23.75 billion, a price-to-earnings ratio of 17.65 and a beta of 1.09.

About Schwab US Small-Cap ETF

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.