Bluestem Financial Advisors LLC Acquires 62,207 Shares of Schwab US Small-Cap ETF $SCHA

Bluestem Financial Advisors LLC lifted its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 329.7% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 81,074 shares of the company’s stock after purchasing an additional 62,207 shares during the quarter. Schwab US Small-Cap ETF comprises approximately 0.9% of Bluestem Financial Advisors LLC’s holdings, making the stock its 20th largest position. Bluestem Financial Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $2,051,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. GAMMA Investing LLC raised its stake in Schwab US Small-Cap ETF by 2,244.2% during the first quarter. GAMMA Investing LLC now owns 12,471 shares of the company’s stock valued at $292,000 after buying an additional 11,939 shares during the last quarter. Golden Reserve Retirement LLC purchased a new stake in shares of Schwab US Small-Cap ETF in the first quarter worth $23,698,000. Avantax Advisory Services Inc. increased its holdings in shares of Schwab US Small-Cap ETF by 22.0% during the first quarter. Avantax Advisory Services Inc. now owns 108,074 shares of the company’s stock valued at $2,532,000 after acquiring an additional 19,466 shares in the last quarter. Two Sigma Investments LP purchased a new position in shares of Schwab US Small-Cap ETF in the 4th quarter worth about $424,000. Finally, Assetmark Inc. raised its position in shares of Schwab US Small-Cap ETF by 20.9% in the 1st quarter. Assetmark Inc. now owns 2,990 shares of the company’s stock worth $70,000 after purchasing an additional 516 shares during the last quarter.

Schwab US Small-Cap ETF Price Performance

Shares of Schwab US Small-Cap ETF stock opened at $28.33 on Tuesday. Schwab US Small-Cap ETF has a 1 year low of $20.04 and a 1 year high of $28.57. The firm’s 50-day moving average is $27.13 and its 200 day moving average is $25.18. The stock has a market cap of $19.51 billion, a price-to-earnings ratio of 17.65 and a beta of 1.17.

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.