Schwab US Small-Cap ETF (NYSEARCA:SCHA) Holdings Trimmed by Beaumont Financial Advisors LLC

Beaumont Financial Advisors LLC lowered its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 19.2% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 11,582 shares of the company’s stock after selling 2,754 shares during the period. Beaumont Financial Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $547,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Moneta Group Investment Advisors LLC lifted its stake in shares of Schwab US Small-Cap ETF by 129,999.2% in the 4th quarter. Moneta Group Investment Advisors LLC now owns 408,883,609 shares of the company’s stock valued at $16,563,875,000 after purchasing an additional 408,569,323 shares during the last quarter. Charles Schwab Investment Advisory Inc. lifted its stake in shares of Schwab US Small-Cap ETF by 109.5% in the 1st quarter. Charles Schwab Investment Advisory Inc. now owns 93,500,710 shares of the company’s stock valued at $4,428,193,000 after purchasing an additional 48,866,721 shares during the last quarter. Cerity Partners LLC lifted its stake in shares of Schwab US Small-Cap ETF by 755.0% in the 4th quarter. Cerity Partners LLC now owns 16,760,429 shares of the company’s stock valued at $791,763,000 after purchasing an additional 14,800,032 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its stake in shares of Schwab US Small-Cap ETF by 107.2% in the 1st quarter. Charles Schwab Investment Management Inc. now owns 6,678,870 shares of the company’s stock valued at $316,312,000 after purchasing an additional 3,455,430 shares during the last quarter. Finally, Mariner LLC lifted its stake in shares of Schwab US Small-Cap ETF by 115.5% in the 1st quarter. Mariner LLC now owns 1,352,798 shares of the company’s stock valued at $64,069,000 after purchasing an additional 725,105 shares during the last quarter.

Schwab US Small-Cap ETF Price Performance

Schwab US Small-Cap ETF stock opened at $45.44 on Friday. The firm has a fifty day moving average price of $47.50 and a two-hundred day moving average price of $44.84. Schwab US Small-Cap ETF has a fifty-two week low of $38.05 and a fifty-two week high of $49.54. The firm has a market cap of $15.75 billion, a price-to-earnings ratio of 13.87 and a beta of 1.21.

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.