Schwab US Small-Cap ETF $SCHA Shares Sold by Upper Left Wealth Management LLC

Upper Left Wealth Management LLC lowered its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 3.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 177,791 shares of the company’s stock after selling 6,878 shares during the quarter. Schwab US Small-Cap ETF makes up 3.0% of Upper Left Wealth Management LLC’s holdings, making the stock its 15th largest position. Upper Left Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $4,498,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of SCHA. Empower Advisory Group LLC raised its stake in shares of Schwab US Small-Cap ETF by 4.2% during the 1st 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 during the period. Cerity Partners LLC grew its stake in Schwab US Small-Cap ETF by 2.9% in the 1st quarter. Cerity Partners LLC now owns 4,783,873 shares of the company’s stock valued at $112,086,000 after acquiring an additional 137,074 shares during the period. Northwestern Mutual Wealth Management Co. increased its holdings 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 acquiring an additional 652,644 shares in the last quarter. Wealth Enhancement Advisory Services LLC raised its position in Schwab US Small-Cap ETF by 103.0% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 2,854,815 shares of the company’s stock worth $73,826,000 after acquiring an additional 1,448,202 shares during the period. Finally, HighTower Advisors LLC lifted 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 valued at $65,174,000 after purchasing an additional 165,050 shares in the last quarter.

Schwab US Small-Cap ETF Stock Down 0.9%

Shares of NYSEARCA SCHA opened at $27.70 on Friday. The firm has a market cap of $19.07 billion, a price-to-earnings ratio of 17.65 and a beta of 1.17. The company’s 50-day simple moving average is $26.52 and its 200-day simple moving average is $24.74. Schwab US Small-Cap ETF has a 52-week low of $20.04 and a 52-week high of $28.57.

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.