MeadowBrook Investment Advisors LLC Has $2.28 Million Stake in Schwab US Small-Cap ETF $SCHA

MeadowBrook Investment Advisors LLC lifted its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 380.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 78,536 shares of the company’s stock after acquiring an additional 62,185 shares during the quarter. Schwab US Small-Cap ETF comprises about 2.0% of MeadowBrook Investment Advisors LLC’s investment portfolio, making the stock its 10th biggest holding. MeadowBrook Investment Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $2,284,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in SCHA. Investment Research Partners LLC boosted its stake in Schwab US Small-Cap ETF by 2.7% during the 4th quarter. Investment Research Partners LLC now owns 12,697 shares of the company’s stock valued at $362,000 after purchasing an additional 330 shares in the last quarter. Rossby Financial LCC raised its stake in shares of Schwab US Small-Cap ETF by 27.3% in the 4th 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 stake in shares of 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 worth $632,000 after buying an additional 359 shares in the last quarter. Geometric Wealth Advisors lifted its holdings in shares of Schwab US Small-Cap ETF by 2.2% in the fourth 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 period. Finally, CWA Asset Management Group LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 1.3% in the fourth quarter. CWA Asset Management Group LLC now owns 30,700 shares of the company’s stock valued at $874,000 after buying an additional 381 shares during the period.

Schwab US Small-Cap ETF Stock Down 0.5%

Shares of SCHA stock opened at $35.49 on Friday. The stock has a 50-day simple moving average of $33.52 and a 200 day simple moving average of $31.11. The stock has a market capitalization of $24.43 billion, a P/E ratio of 17.65 and a beta of 1.10. Schwab US Small-Cap ETF has a fifty-two week low of $24.95 and a fifty-two week high of $35.80.

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.