Cape Investment Advisory Inc. Reduces Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Cape Investment Advisory Inc. lowered its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHAFree Report) by 1.0% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 32,963 shares of the company’s stock after selling 320 shares during the quarter. Schwab US Small-Cap ETF comprises 0.8% of Cape Investment Advisory Inc.’s investment portfolio, making the stock its 27th biggest holding. Cape Investment Advisory Inc.’s holdings in Schwab US Small-Cap ETF were worth $1,557,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in SCHA. Bank of New York Mellon Corp grew its stake in Schwab US Small-Cap ETF by 21.1% during the 3rd quarter. Bank of New York Mellon Corp now owns 42,754 shares of the company’s stock worth $1,771,000 after buying an additional 7,459 shares during the last quarter. WealthPlan Investment Management LLC acquired a new stake in Schwab US Small-Cap ETF during the 3rd quarter worth approximately $693,000. Principal Financial Group Inc. lifted its position in Schwab US Small-Cap ETF by 21.2% during the 3rd quarter. Principal Financial Group Inc. now owns 12,233 shares of the company’s stock worth $507,000 after acquiring an additional 2,138 shares during the period. Private Advisor Group LLC lifted its position in Schwab US Small-Cap ETF by 8.0% during the 3rd quarter. Private Advisor Group LLC now owns 70,609 shares of the company’s stock worth $2,925,000 after acquiring an additional 5,223 shares during the period. Finally, Signaturefd LLC lifted its position in Schwab US Small-Cap ETF by 16.2% during the 3rd quarter. Signaturefd LLC now owns 14,356 shares of the company’s stock worth $595,000 after acquiring an additional 2,006 shares during the period.

Schwab US Small-Cap ETF Stock Performance

Schwab US Small-Cap ETF stock traded up $0.46 during mid-day trading on Friday, reaching $48.10. 703,643 shares of the company were exchanged, compared to its average volume of 1,143,022. Schwab US Small-Cap ETF has a twelve month low of $38.05 and a twelve month high of $49.54. The firm’s 50-day simple moving average is $47.60 and its two-hundred day simple moving average is $46.23. The firm has a market cap of $16.77 billion, a PE ratio of 14.51 and a beta of 1.19.

Schwab US Small-Cap ETF Company Profile

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Schwab US Small-Cap ETF (NYSEARCA:SCHA)

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