Cliftonlarsonallen Wealth Advisors LLC Has $20.94 Million Position in Schwab US Small-Cap ETF $SCHA

Cliftonlarsonallen Wealth Advisors LLC boosted its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 311.5% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 827,634 shares of the company’s stock after purchasing an additional 626,518 shares during the quarter. Cliftonlarsonallen Wealth Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $20,939,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Empower Advisory Group LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 4.2% during the first quarter. Empower Advisory Group LLC now owns 26,393,000 shares of the company’s stock worth $618,388,000 after buying an additional 1,057,580 shares in the last quarter. Cerity Partners LLC increased its position in Schwab US Small-Cap ETF by 2.9% during the first quarter. Cerity Partners LLC now owns 4,783,873 shares of the company’s stock worth $112,086,000 after acquiring an additional 137,074 shares during the period. Wealth Enhancement Advisory Services LLC increased its position in Schwab US Small-Cap ETF by 67.2% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 4,652,197 shares of the company’s stock worth $121,329,000 after acquiring an additional 1,869,642 shares during the period. Northwestern Mutual Wealth Management Co. raised its stake in Schwab US Small-Cap ETF by 19.0% in the 1st quarter. Northwestern Mutual Wealth Management Co. now owns 4,082,538 shares of the company’s stock worth $95,654,000 after purchasing an additional 652,644 shares in the last quarter. Finally, HighTower Advisors LLC boosted its holdings in Schwab US Small-Cap ETF by 6.3% in the 1st quarter. HighTower Advisors LLC now owns 2,781,634 shares of the company’s stock valued at $65,174,000 after purchasing an additional 165,050 shares during the period.

Schwab US Small-Cap ETF Stock Up 0.1%

Shares of NYSEARCA:SCHA opened at $27.94 on Thursday. Schwab US Small-Cap ETF has a 12-month low of $20.04 and a 12-month high of $28.57. The company’s 50 day moving average price is $27.01 and its two-hundred day moving average price is $25.07. The firm has a market cap of $19.24 billion, a PE ratio of 17.65 and a beta of 1.17.

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.