EP Wealth Advisors LLC Has $2.36 Million Stock Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

EP Wealth Advisors LLC reduced its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 9.6% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 47,846 shares of the company’s stock after selling 5,072 shares during the period. EP Wealth Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $2,356,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. Hamilton Point Investment Advisors LLC acquired a new position in shares of Schwab US Small-Cap ETF during the fourth quarter worth about $25,000. Tennessee Valley Asset Management Partners bought a new stake in Schwab US Small-Cap ETF in the 4th quarter valued at approximately $28,000. Atlantic Edge Private Wealth Management LLC acquired a new position in Schwab US Small-Cap ETF during the 4th quarter worth approximately $29,000. Gradient Investments LLC boosted its position in Schwab US Small-Cap ETF by 215.9% during the 1st quarter. Gradient Investments LLC now owns 635 shares of the company’s stock worth $31,000 after acquiring an additional 434 shares during the last quarter. Finally, First Horizon Advisors Inc. grew its stake in shares of Schwab US Small-Cap ETF by 126.3% during the 4th quarter. First Horizon Advisors Inc. now owns 801 shares of the company’s stock worth $38,000 after acquiring an additional 447 shares in the last quarter.

Schwab US Small-Cap ETF Trading Up 1.8 %

Shares of NYSEARCA SCHA traded up $0.90 during midday trading on Friday, reaching $51.40. The company’s stock had a trading volume of 857,320 shares, compared to its average volume of 1,046,981. Schwab US Small-Cap ETF has a fifty-two week low of $38.05 and a fifty-two week high of $51.96. The stock has a 50 day simple moving average of $48.17 and a 200-day simple moving average of $47.45. The stock has a market capitalization of $17.92 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19.

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.