Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Sold by Bluestem Financial Advisors LLC

Bluestem Financial Advisors LLC lowered its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 4.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,769 shares of the company’s stock after selling 480 shares during the period. Schwab US Small-Cap ETF comprises approximately 0.2% of Bluestem Financial Advisors LLC’s holdings, making the stock its 24th largest position. Bluestem Financial Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $464,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in the business. Exencial Wealth Advisors LLC purchased a new position in shares of Schwab US Small-Cap ETF in the 4th quarter valued at about $1,925,000. Buckingham Capital Management Inc. boosted its stake in shares of Schwab US Small-Cap ETF by 2.6% during the 4th quarter. Buckingham Capital Management Inc. now owns 244,508 shares of the company’s stock worth $11,551,000 after acquiring an additional 6,304 shares in the last quarter. One Capital Management LLC boosted its stake in shares of Schwab US Small-Cap ETF by 4.6% during the 4th quarter. One Capital Management LLC now owns 13,774 shares of the company’s stock worth $651,000 after acquiring an additional 610 shares in the last quarter. Evermay Wealth Management LLC grew its holdings in shares of Schwab US Small-Cap ETF by 5.6% in the 4th quarter. Evermay Wealth Management LLC now owns 14,382 shares of the company’s stock worth $679,000 after acquiring an additional 767 shares during the period. Finally, Oarsman Capital Inc. increased its stake in Schwab US Small-Cap ETF by 17.1% in the 4th quarter. Oarsman Capital Inc. now owns 24,480 shares of the company’s stock valued at $1,156,000 after purchasing an additional 3,572 shares in the last quarter.

Schwab US Small-Cap ETF Stock Performance

SCHA stock traded down $0.88 during midday trading on Friday, hitting $48.38. 915,768 shares of the stock were exchanged, compared to its average volume of 1,026,188. The stock has a market cap of $16.87 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a fifty-two week low of $38.05 and a fifty-two week high of $52.39. The stock’s 50-day moving average price is $49.33 and its 200-day moving average price is $48.16.

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.