Evanson Financial LLC Buys Shares of 20,403 Schwab US Small-Cap ETF $SCHA

Evanson Financial LLC bought a new position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 20,403 shares of the company’s stock, valued at approximately $737,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Bank of America Corp DE lifted its holdings in shares of Schwab US Small-Cap ETF by 5.3% during the 2nd quarter. Bank of America Corp DE now owns 19,019,095 shares of the company’s stock valued at $481,183,000 after buying an additional 962,262 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings 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 worth $156,699,000 after buying an additional 260,545 shares during the last quarter. UBS Group AG increased its holdings in Schwab US Small-Cap ETF by 7.1% in the third quarter. UBS Group AG now owns 4,096,983 shares of the company’s stock worth $114,306,000 after buying an additional 271,629 shares during the last quarter. Valpey Financial Services LLC raised its position in 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 valued at $103,632,000 after acquiring an additional 3,508,286 shares in the last quarter. Finally, Corient Private Wealth LLC raised its position in Schwab US Small-Cap ETF by 164.9% during the fourth quarter. Corient Private Wealth LLC now owns 3,613,460 shares of the company’s stock valued at $102,911,000 after acquiring an additional 2,249,591 shares in the last quarter.

Schwab US Small-Cap ETF Stock Up 1.2%

NYSEARCA SCHA opened at $34.83 on Friday. The stock has a market capitalization of $23.98 billion, a PE ratio of 17.65 and a beta of 1.10. The company has a 50 day moving average price of $34.51 and a two-hundred day moving average price of $32.20. Schwab US Small-Cap ETF has a 12-month low of $25.67 and a 12-month high of $36.20.

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.