Principle Wealth Partners LLC Boosts Stock Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Principle Wealth Partners LLC lifted its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 5.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 43,529 shares of the company’s stock after buying an additional 2,412 shares during the quarter. Schwab US Small-Cap ETF makes up 1.0% of Principle Wealth Partners LLC’s investment portfolio, making the stock its 23rd largest holding. Principle Wealth Partners LLC’s holdings in Schwab US Small-Cap ETF were worth $3,035,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of SCHA. First Allied Advisory Services Inc. increased its holdings in Schwab US Small-Cap ETF by 38.2% during the 2nd quarter. First Allied Advisory Services Inc. now owns 113,911 shares of the company’s stock worth $8,142,000 after purchasing an additional 31,513 shares during the period. H D Vest Advisory Services boosted its position in shares of Schwab US Small-Cap ETF by 19.4% during the 2nd quarter. H D Vest Advisory Services now owns 4,313 shares of the company’s stock worth $308,000 after acquiring an additional 700 shares in the last quarter. Calton & Associates Inc. acquired a new position in shares of Schwab US Small-Cap ETF during the 2nd quarter worth about $210,000. Cambridge Investment Research Advisors Inc. boosted its position in shares of Schwab US Small-Cap ETF by 3.3% during the 2nd quarter. Cambridge Investment Research Advisors Inc. now owns 207,708 shares of the company’s stock worth $14,847,000 after acquiring an additional 6,650 shares in the last quarter. Finally, LeJeune Puetz Investment Counsel LLC boosted its position in shares of Schwab US Small-Cap ETF by 2.1% during the 3rd quarter. LeJeune Puetz Investment Counsel LLC now owns 32,802 shares of the company’s stock worth $2,287,000 after acquiring an additional 664 shares in the last quarter.

Shares of NYSEARCA:SCHA traded up $0.19 on Friday, hitting $73.00. 211,752 shares of the company’s stock were exchanged, compared to its average volume of 428,732. The firm’s 50-day moving average is $70.32 and its 200 day moving average is $70.49. Schwab US Small-Cap ETF has a 1-year low of $57.04 and a 1-year high of $73.63.

About Schwab US Small-Cap ETF

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: Moving Average – How it Helps Investors in Stock Selection

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

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