Peak Financial Management Inc. increased its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 20.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,518 shares of the company’s stock after buying an additional 919 shares during the period. Peak Financial Management Inc.’s holdings in Schwab US Small-Cap ETF were worth $394,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in SCHA. Principal Financial Group Inc. purchased a new position in shares of Schwab US Small-Cap ETF during the 4th quarter valued at approximately $275,000. Deutsche Bank AG purchased a new position in Schwab US Small-Cap ETF in the 4th quarter valued at $54,000. Ironwood Wealth Management LLC. lifted its holdings in Schwab US Small-Cap ETF by 3.7% in the 1st quarter. Ironwood Wealth Management LLC. now owns 19,661 shares of the company’s stock valued at $1,375,000 after purchasing an additional 708 shares in the last quarter. Jentner Corp lifted its holdings in Schwab US Small-Cap ETF by 5.4% in the 1st quarter. Jentner Corp now owns 5,796 shares of the company’s stock valued at $405,000 after purchasing an additional 295 shares in the last quarter. Finally, Evergreen Advisors LLC lifted its holdings in Schwab US Small-Cap ETF by 6.3% in the 1st quarter. Evergreen Advisors LLC now owns 246,091 shares of the company’s stock valued at $17,209,000 after purchasing an additional 14,494 shares in the last quarter.

SCHA stock traded down $0.47 during midday trading on Thursday, reaching $67.28. The stock had a trading volume of 11,639 shares, compared to its average volume of 461,653. The firm has a fifty day moving average price of $71.28. Schwab US Small-Cap ETF has a 52-week low of $57.04 and a 52-week high of $78.34.

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.

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

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