Lido Advisors LLC Has $12.58 Million Position in Schwab US Small-Cap ETF $SCHA

Lido Advisors LLC lowered its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 4.0% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 432,733 shares of the company’s stock after selling 18,028 shares during the quarter. Lido Advisors LLC owned about 0.06% of Schwab US Small-Cap ETF worth $12,584,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Bank of America Corp DE grew its position in Schwab US Small-Cap ETF by 5.3% in the second quarter. Bank of America Corp DE now owns 19,019,095 shares of the company’s stock valued at $481,183,000 after purchasing an additional 962,262 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its stake in Schwab US Small-Cap ETF by 5.0% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 5,502,072 shares of the company’s stock valued at $156,699,000 after buying an additional 260,545 shares during the period. UBS Group AG lifted its holdings in Schwab US Small-Cap ETF by 7.1% during the 3rd quarter. UBS Group AG now owns 4,096,983 shares of the company’s stock valued at $114,306,000 after purchasing an additional 271,629 shares during the last quarter. Valpey Financial Services LLC boosted its holdings in shares of Schwab US Small-Cap ETF by 2,689.1% during the fourth quarter. Valpey Financial Services LLC now owns 3,638,749 shares of the company’s stock worth $103,632,000 after acquiring an additional 3,508,286 shares during the period. Finally, Corient Private Wealth LLC grew its holdings in Schwab US Small-Cap ETF by 164.9% in the 4th quarter. Corient Private Wealth LLC now owns 3,613,460 shares of the company’s stock valued at $102,911,000 after buying an additional 2,249,591 shares in the last quarter.

Schwab US Small-Cap ETF Stock Performance

NYSEARCA:SCHA opened at $34.26 on Friday. Schwab US Small-Cap ETF has a 52 week low of $24.95 and a 52 week high of $36.20. The firm’s 50-day simple moving average is $34.33 and its 200 day simple moving average is $31.91. The firm has a market cap of $23.59 billion, a price-to-earnings ratio of 17.65 and a beta of 1.09.

Schwab US Small-Cap ETF Profile

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.