Upper Left Wealth Management LLC Reduces Stock Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Upper Left Wealth Management LLC reduced its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHAFree Report) by 17.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 86,891 shares of the company’s stock after selling 18,038 shares during the quarter. Schwab US Small-Cap ETF accounts for 4.0% of Upper Left Wealth Management LLC’s holdings, making the stock its 6th biggest position. Upper Left Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $4,105,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Coppell Advisory Solutions LLC bought a new stake in Schwab US Small-Cap ETF in the second quarter worth approximately $25,000. Zions Bancorporation N.A. acquired a new stake in shares of Schwab US Small-Cap ETF in the first quarter worth $29,000. Retirement Group LLC lifted its stake in shares of Schwab US Small-Cap ETF by 49.6% in the fourth quarter. Retirement Group LLC now owns 766 shares of the company’s stock worth $31,000 after buying an additional 254 shares during the last quarter. Indiana Trust & Investment Management CO acquired a new stake in shares of Schwab US Small-Cap ETF in the third quarter worth $32,000. Finally, Stonebridge Capital Advisors LLC lifted its stake in shares of Schwab US Small-Cap ETF by 490.4% in the fourth quarter. Stonebridge Capital Advisors LLC now owns 986 shares of the company’s stock worth $40,000 after buying an additional 819 shares during the last quarter.

Schwab US Small-Cap ETF Stock Performance

Shares of Schwab US Small-Cap ETF stock traded up $0.25 on Wednesday, reaching $48.19. The stock had a trading volume of 983,028 shares, compared to its average volume of 1,253,685. The business’s 50-day moving average price is $47.28 and its two-hundred day moving average price is $44.40. Schwab US Small-Cap ETF has a fifty-two week low of $38.05 and a fifty-two week high of $49.54. The stock has a market cap of $16.67 billion, a P/E ratio of 11.63 and a beta of 1.17.

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.

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

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