EverSource Wealth Advisors LLC Buys 49,385 Shares of Schwab US Small-Cap ETF $SCHA

EverSource Wealth Advisors LLC grew its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 494.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 59,363 shares of the company’s stock after acquiring an additional 49,385 shares during the period. EverSource Wealth Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $1,656,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently modified their holdings of SCHA. Brighton Jones LLC lifted its holdings in Schwab US Small-Cap ETF by 182.3% during the 4th quarter. Brighton Jones LLC now owns 57,719 shares of the company’s stock worth $1,493,000 after buying an additional 37,271 shares in the last quarter. Revolve Wealth Partners LLC raised its position in shares of Schwab US Small-Cap ETF by 104.3% during the fourth quarter. Revolve Wealth Partners LLC now owns 100,044 shares of the company’s stock worth $2,587,000 after acquiring an additional 51,064 shares during the last quarter. Bison Wealth LLC raised its position in shares of Schwab US Small-Cap ETF by 97.3% during the fourth quarter. Bison Wealth LLC now owns 12,578 shares of the company’s stock worth $325,000 after acquiring an additional 6,203 shares during the last quarter. Royal Bank of Canada lifted its stake in shares of Schwab US Small-Cap ETF by 10.9% during the first quarter. Royal Bank of Canada now owns 314,680 shares of the company’s stock valued at $7,373,000 after acquiring an additional 30,971 shares during the period. Finally, AQR Capital Management LLC boosted its holdings in Schwab US Small-Cap ETF by 7.7% in the first quarter. AQR Capital Management LLC now owns 109,798 shares of the company’s stock valued at $2,573,000 after acquiring an additional 7,840 shares during the last quarter.

Schwab US Small-Cap ETF Stock Up 1.0%

Shares of SCHA stock opened at $30.65 on Wednesday. The firm has a market cap of $21.10 billion, a price-to-earnings 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 $31.25. The stock has a 50-day moving average price of $30.01 and a 200 day moving average price of $28.59.

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. The types of derivatives used by the Fund are options, futures, options on futures and swaps. The Fund may lend its portfolio securities to brokers, dealers and other financial institutions.