Corient Private Wealth LLC Has $42.34 Million Stake in Schwab US Small-Cap ETF $SCHA

Corient Private Wealth LLC raised its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 9.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,486,191 shares of the company’s stock after purchasing an additional 122,322 shares during the quarter. Corient Private Wealth LLC’s holdings in Schwab US Small-Cap ETF were worth $42,345,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of SCHA. Investment Research Partners LLC boosted its position in shares of Schwab US Small-Cap ETF by 2.7% during the fourth quarter. Investment Research Partners LLC now owns 12,697 shares of the company’s stock valued at $362,000 after buying an additional 330 shares during the last quarter. Rossby Financial LCC grew its holdings in Schwab US Small-Cap ETF by 27.3% during the fourth quarter. Rossby Financial LCC now owns 1,586 shares of the company’s stock worth $45,000 after buying an additional 340 shares in the last quarter. Zhang Financial LLC raised its position in Schwab US Small-Cap ETF by 1.6% in the 4th quarter. Zhang Financial LLC now owns 22,176 shares of the company’s stock valued at $632,000 after buying an additional 359 shares during the last quarter. Geometric Wealth Advisors raised its position in Schwab US Small-Cap ETF by 2.2% in the 4th quarter. Geometric Wealth Advisors now owns 16,847 shares of the company’s stock valued at $480,000 after buying an additional 365 shares during the last quarter. Finally, CWA Asset Management Group LLC lifted its stake in Schwab US Small-Cap ETF by 1.3% during the 4th quarter. CWA Asset Management Group LLC now owns 30,700 shares of the company’s stock valued at $874,000 after acquiring an additional 381 shares in the last quarter.

Schwab US Small-Cap ETF Stock Performance

Shares of NYSEARCA:SCHA opened at $35.19 on Monday. The stock has a market cap of $24.23 billion, a PE ratio of 17.65 and a beta of 1.10. The stock’s fifty day simple moving average is $33.10 and its two-hundred day simple moving average is $30.90. Schwab US Small-Cap ETF has a 1-year low of $24.33 and a 1-year high of $35.53.

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. 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.