Bogart Wealth LLC Grows Position in Schwab US Small-Cap ETF $SCHA

Bogart Wealth LLC increased its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 5.3% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 42,870 shares of the company’s stock after purchasing an additional 2,152 shares during the period. Bogart Wealth LLC’s holdings in Schwab US Small-Cap ETF were worth $1,085,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Brighton Jones LLC boosted its holdings in Schwab US Small-Cap ETF by 182.3% in the fourth 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 holdings in shares of Schwab US Small-Cap ETF by 104.3% during the 4th quarter. Revolve Wealth Partners LLC now owns 100,044 shares of the company’s stock valued at $2,587,000 after buying an additional 51,064 shares during the period. Bison Wealth LLC boosted its stake in shares of Schwab US Small-Cap ETF by 97.3% in the 4th quarter. Bison Wealth LLC now owns 12,578 shares of the company’s stock worth $325,000 after buying an additional 6,203 shares during the last quarter. Advisor Resource Council bought a new stake in shares of Schwab US Small-Cap ETF in the first quarter worth $495,000. Finally, Center for Financial Planning Inc. purchased a new stake in Schwab US Small-Cap ETF during the first quarter valued at $35,000.

Schwab US Small-Cap ETF Stock Performance

SCHA stock opened at $28.29 on Tuesday. The company has a market cap of $19.48 billion, a price-to-earnings ratio of 17.65 and a beta of 1.17. The business’s 50-day moving average is $27.57 and its two-hundred day moving average is $25.49. Schwab US Small-Cap ETF has a fifty-two week low of $20.04 and a fifty-two week high of $28.64.

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.