Golden Reserve Retirement LLC Has $28.94 Million Stake in Schwab US Small-Cap ETF $SCHA

Golden Reserve Retirement LLC increased its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 13.1% in the second quarter, Holdings Channel reports. The institutional investor owned 1,144,529 shares of the company’s stock after acquiring an additional 132,482 shares during the period. Schwab US Small-Cap ETF makes up about 9.3% of Golden Reserve Retirement LLC’s investment portfolio, making the stock its 5th biggest holding. Golden Reserve Retirement LLC’s holdings in Schwab US Small-Cap ETF were worth $28,937,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Hoey Investments Inc. bought a new stake in Schwab US Small-Cap ETF in the second quarter worth $29,000. Crowley Wealth Management Inc. lifted its position in shares of Schwab US Small-Cap ETF by 50.0% during the second quarter. Crowley Wealth Management Inc. now owns 1,200 shares of the company’s stock worth $30,000 after purchasing an additional 400 shares during the last quarter. Columbia River Financial Group LLC bought a new stake in shares of Schwab US Small-Cap ETF during the first quarter worth $29,000. GSB Wealth Management LLC bought a new stake in shares of Schwab US Small-Cap ETF during the first quarter worth $30,000. Finally, Rossby Financial LCC bought a new stake in shares of Schwab US Small-Cap ETF during the first quarter worth $30,000.

Schwab US Small-Cap ETF Trading Up 1.0%

NYSEARCA:SCHA opened at $28.28 on Thursday. Schwab US Small-Cap ETF has a twelve month low of $20.04 and a twelve month high of $28.57. The company has a market cap of $19.47 billion, a price-to-earnings ratio of 17.65 and a beta of 1.17. The stock has a fifty day simple moving average of $27.21 and a 200-day simple moving average of $25.22.

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.