Successful Portfolios LLC Increases Holdings in Schwab US Small-Cap ETF (SCHA)

Successful Portfolios LLC increased its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 30.3% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 4,413 shares of the company’s stock after acquiring an additional 1,026 shares during the period. Successful Portfolios LLC’s holdings in Schwab US Small-Cap ETF were worth $336,000 at the end of the most recent reporting period.

Other hedge funds have also recently modified their holdings of the company. Selective Wealth Management acquired a new position in shares of Schwab US Small-Cap ETF in the 3rd quarter valued at about $100,000. PNC Financial Services Group Inc. raised its stake in Schwab US Small-Cap ETF by 96.0% during the 1st quarter. PNC Financial Services Group Inc. now owns 1,570 shares of the company’s stock worth $108,000 after buying an additional 769 shares during the period. McKinley Carter Wealth Services Inc. acquired a new position in Schwab US Small-Cap ETF during the 1st quarter worth approximately $122,000. Valeo Financial Advisors LLC raised its stake in Schwab US Small-Cap ETF by 12,600.0% during the 2nd quarter. Valeo Financial Advisors LLC now owns 2,032 shares of the company’s stock worth $153,000 after buying an additional 2,016 shares during the period. Finally, Altfest L J & Co. Inc. acquired a new position in Schwab US Small-Cap ETF during the 2nd quarter worth approximately $206,000.

Shares of SCHA opened at $69.90 on Wednesday. Schwab US Small-Cap ETF has a 52 week low of $65.16 and a 52 week high of $78.34.

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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.

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

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