BCS Wealth Management Sells 186,102 Shares of Schwab US Small-Cap ETF $SCHA

BCS Wealth Management decreased its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 51.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 173,257 shares of the company’s stock after selling 186,102 shares during the quarter. Schwab US Small-Cap ETF makes up 1.0% of BCS Wealth Management’s holdings, making the stock its 25th biggest position. BCS Wealth Management’s holdings in Schwab US Small-Cap ETF were worth $5,038,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. CIBC Private Wealth Group LLC lifted its holdings in Schwab US Small-Cap ETF by 41.3% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 70,203 shares of the company’s stock worth $1,959,000 after purchasing an additional 20,505 shares during the last quarter. Meriwether Wealth & Planning LLC bought a new stake in Schwab US Small-Cap ETF in the 4th quarter valued at $5,580,000. Integrity Advisory Solutions LLC acquired a new position in Schwab US Small-Cap ETF in the 3rd quarter valued at $4,886,000. EverSource Wealth Advisors LLC grew its holdings in Schwab US Small-Cap ETF by 494.9% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 59,363 shares of the company’s stock valued at $1,656,000 after buying an additional 49,385 shares in the last quarter. Finally, Dorato Capital Management bought a new position in Schwab US Small-Cap ETF during the 4th quarter worth $2,419,000.

Schwab US Small-Cap ETF Price Performance

SCHA stock opened at $34.85 on Wednesday. Schwab US Small-Cap ETF has a fifty-two week low of $24.84 and a fifty-two week high of $35.59. The stock has a market capitalization of $23.99 billion, a price-to-earnings ratio of 17.65 and a beta of 1.10. The business’s fifty day moving average price is $33.28 and its two-hundred day moving average price is $30.99.

Schwab US Small-Cap ETF 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.