Axxcess Wealth Management LLC Sells 1,112 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Axxcess Wealth Management LLC cut its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 19.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,492 shares of the company’s stock after selling 1,112 shares during the quarter. Axxcess Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $212,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in SCHA. Berger Financial Group Inc grew its holdings in shares of Schwab US Small-Cap ETF by 7.6% during the 3rd quarter. Berger Financial Group Inc now owns 200,601 shares of the company’s stock worth $8,309,000 after purchasing an additional 14,187 shares in the last quarter. Athena Investment Management lifted its stake in Schwab US Small-Cap ETF by 0.5% during the third quarter. Athena Investment Management now owns 158,658 shares of the company’s stock worth $6,572,000 after purchasing an additional 744 shares during the last quarter. Atria Investments Inc acquired a new stake in shares of Schwab US Small-Cap ETF in the 3rd quarter valued at $2,146,000. Sunbelt Securities Inc. increased its stake in shares of Schwab US Small-Cap ETF by 11.8% in the 3rd quarter. Sunbelt Securities Inc. now owns 121,368 shares of the company’s stock valued at $5,027,000 after purchasing an additional 12,792 shares during the last quarter. Finally, Friedenthal Financial raised its holdings in shares of Schwab US Small-Cap ETF by 1.4% during the 4th quarter. Friedenthal Financial now owns 123,806 shares of the company’s stock worth $5,849,000 after buying an additional 1,674 shares in the last quarter.

Schwab US Small-Cap ETF Stock Up 1.0 %

NYSEARCA:SCHA opened at $48.26 on Friday. The firm has a market capitalization of $16.79 billion, a PE ratio of 13.86 and a beta of 1.21. Schwab US Small-Cap ETF has a twelve month low of $38.05 and a twelve month high of $49.54. The stock’s 50-day simple moving average is $47.47 and its 200 day simple moving average is $45.48.

Schwab US Small-Cap ETF 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.