Gilpin Wealth Management LLC Acquires Shares of 17,865 Schwab US Small-Cap ETF $SCHA

Gilpin Wealth Management LLC acquired a new stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 17,865 shares of the company’s stock, valued at approximately $509,000.

Several other large investors have also recently made changes to their positions in the business. Bank of America Corp DE lifted its holdings in shares of Schwab US Small-Cap ETF by 5.3% during the second quarter. Bank of America Corp DE now owns 19,019,095 shares of the company’s stock valued at $481,183,000 after purchasing an additional 962,262 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Schwab US Small-Cap ETF by 5.0% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 5,502,072 shares of the company’s stock valued at $156,699,000 after purchasing an additional 260,545 shares during the last quarter. UBS Group AG lifted its holdings in shares of Schwab US Small-Cap ETF by 7.1% during the third quarter. UBS Group AG now owns 4,096,983 shares of the company’s stock valued at $114,306,000 after purchasing an additional 271,629 shares during the last quarter. Advisory Alpha LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 9.4% during the third quarter. Advisory Alpha LLC now owns 4,023,752 shares of the company’s stock valued at $112,971,000 after purchasing an additional 346,784 shares during the last quarter. Finally, Valpey Financial Services LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 2,689.1% during the fourth quarter. Valpey Financial Services LLC now owns 3,638,749 shares of the company’s stock valued at $103,632,000 after purchasing an additional 3,508,286 shares during the last quarter.

Schwab US Small-Cap ETF Stock Performance

SCHA stock opened at $33.30 on Thursday. The firm has a 50 day moving average price of $32.37 and a 200-day moving average price of $30.57. Schwab US Small-Cap ETF has a 52-week low of $24.33 and a 52-week high of $34.48. The firm has a market capitalization of $22.93 billion, a price-to-earnings ratio of 17.65 and a beta of 1.10.

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.