Corient Private Wealth LP Lowers Stock Position in Schwab US Small-Cap ETF $SCHA

Corient Private Wealth LP trimmed its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 10.4% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,241,583 shares of the company’s stock after selling 143,340 shares during the period. Corient Private Wealth LP’s holdings in Schwab US Small-Cap ETF were worth $44,858,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the company. Markowski Investments acquired a new position in Schwab US Small-Cap ETF in the second quarter valued at $34,000. International Assets Investment Management LLC purchased a new stake in Schwab US Small-Cap ETF during the fourth quarter valued at about $31,000. Angeles Wealth Management LLC increased its stake in Schwab US Small-Cap ETF by 81.8% during the first quarter. Angeles Wealth Management LLC now owns 1,109 shares of the company’s stock worth $32,000 after acquiring an additional 499 shares during the last quarter. Main Street Group LTD acquired a new stake in Schwab US Small-Cap ETF during the first quarter worth about $33,000. Finally, Hilton Head Capital Partners LLC purchased a new position in shares of Schwab US Small-Cap ETF in the 4th quarter worth about $34,000.

Schwab US Small-Cap ETF Price Performance

NYSEARCA SCHA opened at $33.79 on Friday. The firm has a market capitalization of $23.26 billion, a P/E ratio of 17.65 and a beta of 1.10. Schwab US Small-Cap ETF has a 1-year low of $26.45 and a 1-year high of $36.20. The business’s 50-day simple moving average is $34.44 and its 200-day simple moving average is $32.91.

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.