Schwab US Small-Cap ETF $SCHA Shares Sold by Cape Investment Advisory Inc.

Cape Investment Advisory Inc. trimmed its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHAFree Report) by 90.4% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,275 shares of the company’s stock after selling 49,871 shares during the period. Cape Investment Advisory Inc.’s holdings in Schwab US Small-Cap ETF were worth $147,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in SCHA. Brighton Jones LLC grew its holdings in shares of Schwab US Small-Cap ETF by 182.3% in the 4th quarter. Brighton Jones LLC now owns 57,719 shares of the company’s stock worth $1,493,000 after acquiring 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 fourth quarter. Revolve Wealth Partners LLC now owns 100,044 shares of the company’s stock valued at $2,587,000 after purchasing an additional 51,064 shares during the last quarter. Bison Wealth LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 97.3% during the fourth quarter. Bison Wealth LLC now owns 12,578 shares of the company’s stock valued at $325,000 after purchasing an additional 6,203 shares during the last quarter. Royal Bank of Canada boosted its position in shares of Schwab US Small-Cap ETF by 10.9% in the 1st quarter. Royal Bank of Canada now owns 314,680 shares of the company’s stock valued at $7,373,000 after purchasing an additional 30,971 shares during the period. Finally, AQR Capital Management LLC boosted its position in shares of Schwab US Small-Cap ETF by 7.7% in the 1st quarter. AQR Capital Management LLC now owns 109,798 shares of the company’s stock valued at $2,573,000 after purchasing an additional 7,840 shares during the period.

Schwab US Small-Cap ETF Trading Down 1.2%

Shares of SCHA opened at $28.93 on Thursday. The business’s 50-day moving average price is $30.25 and its 200 day moving average price is $28.90. The stock has a market capitalization of $19.92 billion, a P/E ratio of 17.65 and a beta of 1.13. Schwab US Small-Cap ETF has a 1-year low of $20.04 and a 1-year high of $31.25.

Schwab US Small-Cap ETF Profile

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding SCHA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Small-Cap ETF (NYSEARCA:SCHAFree Report).

Institutional Ownership by Quarter for Schwab US Small-Cap ETF (NYSEARCA:SCHA)

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