GRIMES & Co WEALTH MANAGEMENT LLC Buys New Position in Schwab US Small-Cap ETF $SCHA

GRIMES & Co WEALTH MANAGEMENT LLC purchased a new position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 39,995 shares of the company’s stock, valued at approximately $1,305,000.

Several other institutional investors have also bought and sold shares of SCHA. Strategic Family Wealth Counselors L.L.C. boosted its holdings in Schwab US Small-Cap ETF by 0.9% during the 3rd quarter. Strategic Family Wealth Counselors L.L.C. now owns 379,035 shares of the company’s stock worth $12,368,000 after acquiring an additional 3,202 shares during the last quarter. Trek Financial LLC grew its stake in shares of Schwab US Small-Cap ETF by 16.1% in the 3rd quarter. Trek Financial LLC now owns 8,184 shares of the company’s stock worth $267,000 after acquiring an additional 1,132 shares in the last quarter. Woodmont Investment Counsel LLC purchased a new stake in shares of Schwab US Small-Cap ETF in the third quarter valued at about $1,061,000. Virtue Capital Management LLC raised its holdings in shares of Schwab US Small-Cap ETF by 48.3% in the third quarter. Virtue Capital Management LLC now owns 85,053 shares of the company’s stock valued at $2,775,000 after purchasing an additional 27,691 shares during the last quarter. Finally, Optima Capital LLC raised its holdings in shares of Schwab US Small-Cap ETF by 2.2% in the third quarter. Optima Capital LLC now owns 19,948 shares of the company’s stock valued at $651,000 after purchasing an additional 432 shares during the last quarter.

Schwab US Small-Cap ETF Price Performance

SCHA opened at $33.13 on Wednesday. The company’s 50-day moving average is $33.25 and its 200 day moving average is $32.60. Schwab US Small-Cap ETF has a fifty-two week low of $26.45 and a fifty-two week high of $36.20. The firm has a market capitalization of $22.81 billion, a P/E ratio of 17.65 and a beta of 1.12.

About Schwab US Small-Cap ETF

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.