ZynergyRetirementPlanningLLC Purchases 35,669 Shares of Schwab US Small-Cap ETF $SCHA

ZynergyRetirementPlanningLLC boosted its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 6.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 566,783 shares of the company’s stock after buying an additional 35,669 shares during the period. Schwab US Small-Cap ETF accounts for about 9.6% of ZynergyRetirementPlanningLLC’s portfolio, making the stock its 5th largest holding. ZynergyRetirementPlanningLLC owned 0.08% of Schwab US Small-Cap ETF worth $14,340,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in SCHA. Empower Advisory Group LLC raised its stake in Schwab US Small-Cap ETF by 26.7% in the 2nd quarter. Empower Advisory Group LLC now owns 33,442,998 shares of the company’s stock valued at $846,108,000 after purchasing an additional 7,049,998 shares during the last quarter. Wealth Enhancement Advisory Services LLC raised its position in shares of 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 buying an additional 1,869,642 shares during the last quarter. Jones Financial Companies Lllp raised its position in shares of Schwab US Small-Cap ETF by 219.3% in the first quarter. Jones Financial Companies Lllp now owns 2,549,130 shares of the company’s stock valued at $59,726,000 after buying an additional 1,750,900 shares during the last quarter. RMG Wealth Management LLC purchased a new position in shares of Schwab US Small-Cap ETF in the second quarter worth about $36,040,000. Finally, Corient Private Wealth LLC boosted its position in Schwab US Small-Cap ETF by 105.1% during the second quarter. Corient Private Wealth LLC now owns 2,427,258 shares of the company’s stock worth $61,427,000 after acquiring an additional 1,243,640 shares during the last quarter.

Schwab US Small-Cap ETF Trading Down 1.4%

Shares of NYSEARCA SCHA opened at $29.11 on Monday. The stock has a market cap of $20.04 billion, a PE ratio of 17.65 and a beta of 1.13. Schwab US Small-Cap ETF has a 12-month low of $20.04 and a 12-month high of $29.60. The company has a 50-day moving average of $28.10 and a 200 day moving average of $26.93.

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.