Green Ridge Wealth Planning LLC Reduces Position in Schwab US Small-Cap ETF $SCHA

Green Ridge Wealth Planning LLC decreased its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 19.4% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 88,904 shares of the company’s stock after selling 21,416 shares during the quarter. Schwab US Small-Cap ETF accounts for about 1.2% of Green Ridge Wealth Planning LLC’s holdings, making the stock its 22nd biggest position. Green Ridge Wealth Planning LLC’s holdings in Schwab US Small-Cap ETF were worth $2,901,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently made changes to their positions in the business. 93 Financial Group LLC acquired a new position in shares of Schwab US Small-Cap ETF during the 4th quarter worth approximately $47,509,000. Bangor Savings Bank bought a new stake in Schwab US Small-Cap ETF in the 3rd quarter valued at $14,869,000. Amicus Financial Advisors LLC bought a new stake in Schwab US Small-Cap ETF in the 4th quarter valued at $10,398,000. Apella Capital LLC lifted its holdings in Schwab US Small-Cap ETF by 536.2% during the 3rd quarter. Apella Capital LLC now owns 325,965 shares of the company’s stock valued at $10,630,000 after purchasing an additional 274,728 shares during the last quarter. Finally, Monetary Solutions Ltd acquired a new stake in Schwab US Small-Cap ETF during the 4th quarter valued at $6,909,000.

Schwab US Small-Cap ETF Price Performance

SCHA stock opened at $32.66 on Friday. Schwab US Small-Cap ETF has a one year low of $26.45 and a one year high of $36.20. The stock has a market cap of $22.49 billion, a price-to-earnings ratio of 17.65 and a beta of 1.11. The company has a fifty day moving average price of $34.01 and a two-hundred day moving average price of $33.38.

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. 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.