CIBC Private Wealth Group LLC Grows Holdings in Schwab US Small-Cap ETF $SCHA

CIBC Private Wealth Group LLC increased its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 41.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 70,203 shares of the company’s stock after buying an additional 20,505 shares during the period. CIBC Private Wealth Group LLC’s holdings in Schwab US Small-Cap ETF were worth $1,959,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in SCHA. Brighton Jones LLC increased its position in shares of Schwab US Small-Cap ETF by 182.3% in the 4th quarter. Brighton Jones LLC now owns 57,719 shares of the company’s stock worth $1,493,000 after purchasing an additional 37,271 shares during the last quarter. Revolve Wealth Partners LLC lifted 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 purchasing an additional 51,064 shares during the last quarter. Bison Wealth LLC grew its stake in Schwab US Small-Cap ETF by 97.3% in the fourth quarter. Bison Wealth LLC now owns 12,578 shares of the company’s stock worth $325,000 after purchasing an additional 6,203 shares in the last quarter. Royal Bank of Canada grew its stake in Schwab US Small-Cap ETF by 10.9% in the first quarter. Royal Bank of Canada now owns 314,680 shares of the company’s stock worth $7,373,000 after purchasing an additional 30,971 shares in the last quarter. Finally, AQR Capital Management LLC increased 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 buying an additional 7,840 shares during the last quarter.

Schwab US Small-Cap ETF Stock Down 2.2%

Shares of NYSEARCA SCHA opened at $28.46 on Monday. The stock’s 50 day moving average price is $30.20 and its two-hundred day moving average price is $28.94. Schwab US Small-Cap ETF has a 52-week low of $20.04 and a 52-week high of $31.25. The stock has a market capitalization of $19.59 billion, a P/E ratio of 17.65 and a beta of 1.13.

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.