Global Assets Advisory LLC Takes Position in Schwab US Small-Cap ETF $SCHA

Global Assets Advisory LLC purchased a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 21,982 shares of the company’s stock, valued at approximately $647,000.

A number of other large investors have also added to or reduced their stakes in the stock. Diversify Wealth Management LLC increased its stake in Schwab US Small-Cap ETF by 1.1% during the 1st quarter. Diversify Wealth Management LLC now owns 313,386 shares of the company’s stock worth $9,950,000 after acquiring an additional 3,545 shares during the period. Valmark Advisers Inc. lifted its position in shares of Schwab US Small-Cap ETF by 2.6% during the 1st quarter. Valmark Advisers Inc. now owns 128,712 shares of the company’s stock valued at $3,743,000 after acquiring an additional 3,301 shares during the period. Ferguson Wellman Capital Management Inc. bought a new stake in shares of Schwab US Small-Cap ETF during the 1st quarter valued at $386,000. Capital Squared Financial LLC grew its holdings in shares of Schwab US Small-Cap ETF by 23.2% during the 1st quarter. Capital Squared Financial LLC now owns 53,969 shares of the company’s stock worth $1,569,000 after purchasing an additional 10,147 shares in the last quarter. Finally, Fifth Third Bancorp grew its holdings in shares of Schwab US Small-Cap ETF by 2,121.5% during the 1st quarter. Fifth Third Bancorp now owns 84,284 shares of the company’s stock worth $2,451,000 after purchasing an additional 80,490 shares in the last quarter.

Schwab US Small-Cap ETF Stock Performance

Shares of NYSEARCA SCHA traded down $0.06 during mid-day trading on Friday, reaching $34.91. The company had a trading volume of 1,829,446 shares, compared to its average volume of 2,806,447. Schwab US Small-Cap ETF has a one year low of $24.95 and a one year high of $36.20. The firm has a market cap of $24.04 billion, a price-to-earnings ratio of 17.65 and a beta of 1.09. The business’s 50-day simple moving average is $34.12 and its 200 day simple moving average is $31.54.

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.