Litman Gregory Wealth Management LLC Decreases Stock Holdings in Schwab US Small-Cap ETF $SCHA

Litman Gregory Wealth Management LLC lowered its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 39.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,637 shares of the company’s stock after selling 14,069 shares during the period. Litman Gregory Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $547,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the business. Empower Advisory Group LLC increased its holdings in shares of Schwab US Small-Cap ETF by 4.2% in the 1st quarter. Empower Advisory Group LLC now owns 26,393,000 shares of the company’s stock valued at $618,388,000 after acquiring an additional 1,057,580 shares during the last quarter. Cerity Partners LLC boosted its holdings in Schwab US Small-Cap ETF by 2.9% in the first quarter. Cerity Partners LLC now owns 4,783,873 shares of the company’s stock valued at $112,086,000 after purchasing an additional 137,074 shares in the last quarter. Wealth Enhancement Advisory Services LLC increased its stake in Schwab US Small-Cap ETF by 67.2% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 4,652,197 shares of the company’s stock valued at $121,329,000 after purchasing an additional 1,869,642 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its holdings in Schwab US Small-Cap ETF by 19.0% during the first 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 raised its holdings in Schwab US Small-Cap ETF by 6.3% during the first quarter. HighTower Advisors LLC now owns 2,781,634 shares of the company’s stock worth $65,174,000 after purchasing an additional 165,050 shares in the last quarter.

Schwab US Small-Cap ETF Trading Up 0.6%

Shares of NYSEARCA:SCHA opened at $28.26 on Monday. The firm has a 50 day simple moving average of $27.09 and a 200-day simple moving average of $25.15. Schwab US Small-Cap ETF has a twelve month low of $20.04 and a twelve month high of $28.57. The company has a market capitalization of $19.46 billion, a PE ratio of 17.65 and a beta of 1.17.

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.