Schwab US Small-Cap ETF $SCHA Stock Position Cut by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC decreased its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHAFree Report) by 2.3% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 26,796 shares of the company’s stock after selling 631 shares during the period. WealthPlan Investment Management LLC’s holdings in Schwab US Small-Cap ETF were worth $678,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the business. Chesapeake Wealth Management boosted its position in shares of Schwab US Small-Cap ETF by 1.6% during the 2nd quarter. Chesapeake Wealth Management now owns 166,817 shares of the company’s stock valued at $4,220,000 after purchasing an additional 2,679 shares in the last quarter. Ritholtz Wealth Management bought a new position in shares of Schwab US Small-Cap ETF during the 2nd quarter valued at about $339,000. Triton Wealth Management PLLC bought a new position in shares of Schwab US Small-Cap ETF during the 2nd quarter valued at about $386,000. Harbour Investments Inc. boosted its position in shares of Schwab US Small-Cap ETF by 3.2% during the 2nd quarter. Harbour Investments Inc. now owns 36,709 shares of the company’s stock valued at $938,000 after purchasing an additional 1,123 shares in the last quarter. Finally, Cutler Investment Counsel LLC boosted its position in shares of Schwab US Small-Cap ETF by 11.6% during the 2nd quarter. Cutler Investment Counsel LLC now owns 182,741 shares of the company’s stock valued at $4,623,000 after purchasing an additional 18,991 shares in the last quarter.

Schwab US Small-Cap ETF Trading Down 1.8%

SCHA stock opened at $27.88 on Friday. Schwab US Small-Cap ETF has a one year low of $20.04 and a one year high of $28.64. The firm has a market capitalization of $19.20 billion, a PE ratio of 17.65 and a beta of 1.17. The firm has a 50-day moving average of $27.47 and a two-hundred day moving average of $25.38.

About Schwab US Small-Cap ETF

(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.

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

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