Orgel Wealth Management LLC Grows Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Orgel Wealth Management LLC raised its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 94.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 225,271 shares of the company’s stock after purchasing an additional 109,531 shares during the quarter. Orgel Wealth Management LLC owned 0.06% of Schwab US Small-Cap ETF worth $5,826,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. American Century Companies Inc. raised its holdings in shares of Schwab US Small-Cap ETF by 20.4% in the second quarter. American Century Companies Inc. now owns 69,444 shares of the company’s stock worth $3,295,000 after buying an additional 11,751 shares during the period. Oppenheimer Asset Management Inc. grew its position in Schwab US Small-Cap ETF by 38.7% in the 2nd quarter. Oppenheimer Asset Management Inc. now owns 6,985 shares of the company’s stock valued at $331,000 after acquiring an additional 1,950 shares during the last quarter. Blair William & Co. IL grew its position in Schwab US Small-Cap ETF by 12.4% in the 2nd quarter. Blair William & Co. IL now owns 50,942 shares of the company’s stock valued at $2,417,000 after acquiring an additional 5,612 shares during the last quarter. Brighton Jones LLC increased its stake in Schwab US Small-Cap ETF by 1.7% in the second quarter. Brighton Jones LLC now owns 30,095 shares of the company’s stock worth $1,428,000 after purchasing an additional 513 shares during the period. Finally, Granite Investment Partners LLC lifted its position in shares of Schwab US Small-Cap ETF by 7.7% during the second quarter. Granite Investment Partners LLC now owns 3,502 shares of the company’s stock worth $166,000 after purchasing an additional 250 shares during the last quarter.

Schwab US Small-Cap ETF Stock Performance

Shares of NYSEARCA:SCHA opened at $26.55 on Friday. The firm’s 50 day simple moving average is $26.87 and its 200-day simple moving average is $25.78. Schwab US Small-Cap ETF has a one year low of $22.30 and a one year high of $28.57. The firm has a market cap of $9.26 billion, a PE 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.