Windsor Advisory Group LLC Acquires New Shares in Schwab US Small-Cap ETF $SCHA

Windsor Advisory Group LLC purchased a new stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the 1st quarter, HoldingsChannel reports. The institutional investor purchased 44,085 shares of the company’s stock, valued at approximately $1,282,000. Schwab US Small-Cap ETF comprises 1.1% of Windsor Advisory Group LLC’s investment portfolio, making the stock its 21st biggest position.

Several other hedge funds and other institutional investors also recently modified their holdings of the company. Brighton Jones LLC boosted its stake in Schwab US Small-Cap ETF by 182.3% during the 4th quarter. Brighton Jones LLC now owns 57,719 shares of the company’s stock valued at $1,493,000 after purchasing an additional 37,271 shares during the period. Revolve Wealth Partners LLC grew its position in Schwab US Small-Cap ETF by 104.3% in the 4th quarter. Revolve Wealth Partners LLC now owns 100,044 shares of the company’s stock worth $2,587,000 after purchasing an additional 51,064 shares during the last quarter. Bison Wealth LLC increased its stake in shares of Schwab US Small-Cap ETF by 97.3% in the fourth quarter. Bison Wealth LLC now owns 12,578 shares of the company’s stock valued at $325,000 after purchasing an additional 6,203 shares during the period. Royal Bank of Canada increased its stake in shares of Schwab US Small-Cap ETF by 10.9% in the first quarter. Royal Bank of Canada now owns 314,680 shares of the company’s stock valued at $7,373,000 after purchasing an additional 30,971 shares during the period. Finally, AQR Capital Management LLC raised its holdings in shares of Schwab US Small-Cap ETF by 7.7% during the first quarter. AQR Capital Management LLC now owns 109,798 shares of the company’s stock valued at $2,573,000 after buying an additional 7,840 shares during the last quarter.

Schwab US Small-Cap ETF Trading Down 1.0%

Shares of NYSEARCA SCHA opened at $33.93 on Friday. The stock has a 50 day simple moving average of $34.36 and a 200-day simple moving average of $31.92. The company has a market cap of $23.36 billion, a PE ratio of 17.65 and a beta of 1.09. Schwab US Small-Cap ETF has a 12-month low of $24.95 and a 12-month high of $36.20.

Schwab US Small-Cap ETF Company 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.