Schwab US Small-Cap ETF $SCHA Stock Position Lifted by Financial Synergies Wealth Advisors Inc.

Financial Synergies Wealth Advisors Inc. boosted its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHAFree Report) by 3.7% during the second quarter, HoldingsChannel.com reports. The firm owned 24,039 shares of the company’s stock after acquiring an additional 863 shares during the period. Financial Synergies Wealth Advisors Inc.’s holdings in Schwab US Small-Cap ETF were worth $608,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in SCHA. Empower Advisory Group LLC lifted its stake in Schwab US Small-Cap ETF by 4.2% in the first quarter. Empower Advisory Group LLC now owns 26,393,000 shares of the company’s stock valued at $618,388,000 after acquiring an additional 1,057,580 shares during the last quarter. Cerity Partners LLC lifted its stake in Schwab US Small-Cap ETF by 2.9% in the first quarter. Cerity Partners LLC now owns 4,783,873 shares of the company’s stock valued at $112,086,000 after acquiring an additional 137,074 shares during the last quarter. Wealth Enhancement Advisory Services LLC lifted its stake in Schwab US Small-Cap ETF by 67.2% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 4,652,197 shares of the company’s stock valued at $121,329,000 after acquiring an additional 1,869,642 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its stake in Schwab US Small-Cap ETF by 19.0% in the first quarter. Northwestern Mutual Wealth Management Co. now owns 4,082,538 shares of the company’s stock valued at $95,654,000 after acquiring an additional 652,644 shares during the last quarter. Finally, HighTower Advisors LLC lifted its stake in Schwab US Small-Cap ETF by 6.3% in the first quarter. HighTower Advisors LLC now owns 2,781,634 shares of the company’s stock valued at $65,174,000 after acquiring an additional 165,050 shares during the last quarter.

Schwab US Small-Cap ETF Stock Down 0.4%

NYSEARCA SCHA opened at $27.77 on Friday. The stock has a market capitalization of $19.12 billion, a PE ratio of 17.65 and a beta of 1.17. The company has a 50 day moving average price of $27.51 and a two-hundred day moving average price of $25.42. Schwab US Small-Cap ETF has a 12-month low of $20.04 and a 12-month high of $28.64.

About Schwab US Small-Cap ETF

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding SCHA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Small-Cap ETF (NYSEARCA:SCHAFree Report).

Institutional Ownership by Quarter for Schwab US Small-Cap ETF (NYSEARCA:SCHA)

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