Atria Wealth Solutions Inc. Reduces Position in Schwab US Small-Cap ETF $SCHA

Atria Wealth Solutions Inc. lessened its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 1.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 30,017 shares of the company’s stock after selling 527 shares during the period. Atria Wealth Solutions Inc.’s holdings in Schwab US Small-Cap ETF were worth $772,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the business. FIDELIS iM LLC boosted its position in shares of Schwab US Small-Cap ETF by 0.8% during the second quarter. FIDELIS iM LLC now owns 734,894 shares of the company’s stock valued at $18,593,000 after buying an additional 5,955 shares during the period. Courage Miller Partners LLC boosted its position in shares of Schwab US Small-Cap ETF by 9.0% during the second quarter. Courage Miller Partners LLC now owns 378,178 shares of the company’s stock valued at $9,568,000 after buying an additional 31,098 shares during the period. St. Louis Trust Co boosted its holdings in shares of Schwab US Small-Cap ETF by 26.9% in the second quarter. St. Louis Trust Co now owns 480,606 shares of the company’s stock valued at $12,159,000 after purchasing an additional 102,026 shares during the period. Pathway Financial Advisors LLC purchased a new stake in shares of Schwab US Small-Cap ETF in the second quarter valued at approximately $340,000. Finally, Lodestar Private Asset Management LLC boosted its holdings in shares of Schwab US Small-Cap ETF by 26.6% in the second quarter. Lodestar Private Asset Management LLC now owns 200,424 shares of the company’s stock valued at $5,071,000 after purchasing an additional 42,145 shares during the period.

Schwab US Small-Cap ETF Stock Performance

Shares of NYSEARCA SCHA opened at $27.77 on Friday. The firm has a market capitalization of $19.12 billion, a price-to-earnings ratio of 17.65 and a beta of 1.17. The stock has a 50 day moving average price of $27.51 and a 200 day moving average price of $25.42. Schwab US Small-Cap ETF has a 52-week low of $20.04 and a 52-week high of $28.64.

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.