Assetmark Inc. Boosts Position in Schwab US Small-Cap ETF $SCHA

Assetmark Inc. raised its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 67.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,007 shares of the company’s stock after acquiring an additional 2,017 shares during the period. Assetmark Inc.’s holdings in Schwab US Small-Cap ETF were worth $127,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in SCHA. Crowley Wealth Management Inc. raised its holdings in shares of Schwab US Small-Cap ETF by 50.0% during the second quarter. Crowley Wealth Management Inc. now owns 1,200 shares of the company’s stock worth $30,000 after purchasing an additional 400 shares during the last quarter. Collective Family Office LLC grew its position in Schwab US Small-Cap ETF by 1.1% during the 2nd quarter. Collective Family Office LLC now owns 40,824 shares of the company’s stock worth $1,033,000 after purchasing an additional 426 shares during the period. Retirement Planning Group LLC grew its position in Schwab US Small-Cap ETF by 2.4% during the 2nd quarter. Retirement Planning Group LLC now owns 17,970 shares of the company’s stock worth $455,000 after purchasing an additional 428 shares during the period. MADDEN SECURITIES Corp raised its stake in shares of Schwab US Small-Cap ETF by 0.5% during the 2nd quarter. MADDEN SECURITIES Corp now owns 91,831 shares of the company’s stock valued at $2,323,000 after buying an additional 500 shares during the last quarter. Finally, CreativeOne Wealth LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 3.8% in the 1st quarter. CreativeOne Wealth LLC now owns 14,895 shares of the company’s stock valued at $349,000 after buying an additional 545 shares during the period.

Schwab US Small-Cap ETF Stock Up 0.9%

Shares of SCHA opened at $27.74 on Monday. The company has a market capitalization of $19.10 billion, a price-to-earnings ratio of 17.65 and a beta of 1.13. Schwab US Small-Cap ETF has a 52 week low of $20.04 and a 52 week high of $28.82. The stock’s 50-day moving average price is $27.91 and its 200-day moving average price is $26.16.

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.