Schwab US Small-Cap ETF $SCHA Shares Sold by Sims Investment Management LLC

Sims Investment Management LLC cut its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 5.3% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,734,769 shares of the company’s stock after selling 96,590 shares during the period. Schwab US Small-Cap ETF makes up 18.5% of Sims Investment Management LLC’s holdings, making the stock its 2nd biggest holding. Sims Investment Management LLC owned 0.25% of Schwab US Small-Cap ETF worth $50,447,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of SCHA. Bank of America Corp DE increased its holdings in shares of Schwab US Small-Cap ETF by 5.3% during the 2nd quarter. Bank of America Corp DE now owns 19,019,095 shares of the company’s stock worth $481,183,000 after buying an additional 962,262 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its holdings in Schwab US Small-Cap ETF by 5.0% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 5,502,072 shares of the company’s stock valued at $156,699,000 after acquiring an additional 260,545 shares during the last quarter. UBS Group AG grew its position in Schwab US Small-Cap ETF by 7.1% in the third quarter. UBS Group AG now owns 4,096,983 shares of the company’s stock worth $114,306,000 after acquiring an additional 271,629 shares during the period. Advisory Alpha LLC increased its stake in Schwab US Small-Cap ETF by 9.4% during the third quarter. Advisory Alpha LLC now owns 4,023,752 shares of the company’s stock worth $112,971,000 after acquiring an additional 346,784 shares during the last quarter. Finally, Valpey Financial Services LLC increased its stake in Schwab US Small-Cap ETF by 2,689.1% during the fourth quarter. Valpey Financial Services LLC now owns 3,638,749 shares of the company’s stock worth $103,632,000 after acquiring an additional 3,508,286 shares during the last quarter.

Schwab US Small-Cap ETF Stock Up 2.2%

NYSEARCA:SCHA opened at $35.66 on Friday. Schwab US Small-Cap ETF has a 52 week low of $24.94 and a 52 week high of $35.80. The company has a market capitalization of $24.55 billion, a P/E ratio of 17.65 and a beta of 1.10. The stock’s fifty day moving average is $33.44 and its two-hundred day moving average is $31.08.

Schwab US Small-Cap ETF Company 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.