Evernest Financial Advisors LLC Boosts Stake in Schwab US Small-Cap ETF $SCHA

Evernest Financial Advisors LLC lifted its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 3.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,673 shares of the company’s stock after buying an additional 566 shares during the quarter. Evernest Financial Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $422,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. GAMMA Investing LLC boosted its stake in shares of Schwab US Small-Cap ETF by 2,244.2% in the first quarter. GAMMA Investing LLC now owns 12,471 shares of the company’s stock valued at $292,000 after buying an additional 11,939 shares in the last quarter. Golden Reserve Retirement LLC purchased a new stake in Schwab US Small-Cap ETF during the first quarter worth $23,698,000. Courage Miller Partners LLC boosted its position in Schwab US Small-Cap ETF by 9.0% during the second quarter. Courage Miller Partners LLC now owns 378,178 shares of the company’s stock worth $9,568,000 after purchasing an additional 31,098 shares in the last quarter. Avantax Advisory Services Inc. boosted its position in Schwab US Small-Cap ETF by 22.0% during the first quarter. Avantax Advisory Services Inc. now owns 108,074 shares of the company’s stock worth $2,532,000 after purchasing an additional 19,466 shares in the last quarter. Finally, FIDELIS iM LLC boosted its position in Schwab US Small-Cap ETF by 0.8% during the second quarter. FIDELIS iM LLC now owns 734,894 shares of the company’s stock worth $18,593,000 after purchasing an additional 5,955 shares in the last quarter.

Schwab US Small-Cap ETF Stock Performance

SCHA opened at $28.38 on Thursday. The business’s fifty day moving average is $27.43 and its two-hundred day moving average is $25.35. The company has a market cap of $19.54 billion, a price-to-earnings ratio of 17.65 and a beta of 1.17. Schwab US Small-Cap ETF has a one year low of $20.04 and a one year high of $28.64.

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.