Campbell Wealth Management grew its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) by 92.1% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 14,549 shares of the company’s stock after acquiring an additional 6,977 shares during the period. Schwab US Small-Cap ETF accounts for approximately 0.1% of Campbell Wealth Management’s holdings, making the stock its 25th largest position. Campbell Wealth Management’s holdings in Schwab US Small-Cap ETF were worth $689,000 at the end of the most recent quarter.
Several other large investors also recently added to or reduced their stakes in SCHA. McCarthy Asset Management Inc. lifted its stake in shares of Schwab US Small-Cap ETF by 100.4% in the first quarter. McCarthy Asset Management Inc. now owns 519 shares of the company’s stock worth $25,000 after buying an additional 260 shares during the last quarter. Trustcore Financial Services LLC lifted its stake in shares of Schwab US Small-Cap ETF by 449.5% in the first quarter. Trustcore Financial Services LLC now owns 566 shares of the company’s stock worth $27,000 after buying an additional 463 shares during the last quarter. Eaton Vance Management acquired a new stake in shares of Schwab US Small-Cap ETF in the fourth quarter worth $28,000. Lowe Wealth Advisors LLC acquired a new stake in shares of Schwab US Small-Cap ETF in the first quarter worth $28,000. Finally, Albion Financial Group UT lifted its stake in shares of Schwab US Small-Cap ETF by 90.4% in the first quarter. Albion Financial Group UT now owns 594 shares of the company’s stock worth $28,000 after buying an additional 282 shares during the last quarter.
Schwab US Small-Cap ETF Trading Down 3.8 %
NYSEARCA:SCHA opened at $41.96 on Wednesday. Schwab US Small-Cap ETF has a one year low of $37.64 and a one year high of $55.46. The company has a fifty day moving average price of $42.48 and a 200 day moving average price of $43.29.
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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