Schwab US Small-Cap ETF $SCHA Shares Purchased by BlueSky Wealth Advisors LLC

BlueSky Wealth Advisors LLC boosted its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 4.2% during the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,039,134 shares of the company’s stock after buying an additional 41,722 shares during the quarter. Schwab US Small-Cap ETF makes up about 3.9% of BlueSky Wealth Advisors LLC’s holdings, making the stock its 7th biggest position. BlueSky Wealth Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $30,218,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of SCHA. Bank of America Corp DE raised its holdings in shares of Schwab US Small-Cap ETF by 5.3% in the second quarter. Bank of America Corp DE now owns 19,019,095 shares of the company’s stock worth $481,183,000 after acquiring an additional 962,262 shares during the last quarter. Northwestern Mutual Wealth Management Co. boosted its stake in shares of Schwab US Small-Cap ETF by 5.0% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 5,502,072 shares of the company’s stock valued at $156,699,000 after acquiring an additional 260,545 shares during the last quarter. UBS Group AG boosted its stake in shares of Schwab US Small-Cap ETF by 7.1% during the third quarter. UBS Group AG now owns 4,096,983 shares of the company’s stock valued at $114,306,000 after acquiring an additional 271,629 shares during the last quarter. Advisory Alpha LLC boosted its stake in shares of Schwab US Small-Cap ETF by 9.4% during the third quarter. Advisory Alpha LLC now owns 4,023,752 shares of the company’s stock valued at $112,971,000 after acquiring an additional 346,784 shares during the last quarter. Finally, Valpey Financial Services LLC increased its position in Schwab US Small-Cap ETF by 2,689.1% during the 4th quarter. Valpey Financial Services LLC now owns 3,638,749 shares of the company’s stock worth $103,632,000 after purchasing an additional 3,508,286 shares in the last quarter.

Schwab US Small-Cap ETF Stock Performance

Schwab US Small-Cap ETF stock opened at $35.19 on Friday. The stock has a 50-day moving average price of $33.10 and a 200 day moving average price of $30.88. Schwab US Small-Cap ETF has a 52 week low of $24.33 and a 52 week high of $35.53. The stock has a market cap of $24.23 billion, a PE ratio of 17.65 and a beta of 1.10.

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.