Schwab US Small-Cap ETF (NYSEARCA:SCHA) Stake Boosted by Principle Wealth Partners LLC

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Principle Wealth Partners LLC grew its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 5.9% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 43,529 shares of the company’s stock after acquiring an additional 2,412 shares during the period. Schwab US Small-Cap ETF accounts for 1.0% of Principle Wealth Partners LLC’s investment portfolio, making the stock its 23rd biggest holding. Principle Wealth Partners LLC’s holdings in Schwab US Small-Cap ETF were worth $3,035,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Charles Schwab Investment Advisory Inc. raised its holdings in Schwab US Small-Cap ETF by 7.3% during the second quarter. Charles Schwab Investment Advisory Inc. now owns 20,518,131 shares of the company’s stock worth $1,466,636,000 after buying an additional 1,397,088 shares during the last quarter. Charles Schwab Investment Management Inc. raised its holdings in Schwab US Small-Cap ETF by 11.7% during the second quarter. Charles Schwab Investment Management Inc. now owns 1,068,294 shares of the company’s stock worth $76,362,000 after buying an additional 111,733 shares during the last quarter. Wealth Enhancement Advisory Services LLC raised its holdings in shares of Schwab US Small-Cap ETF by 16.2% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 977,591 shares of the company’s stock valued at $70,885,000 after purchasing an additional 136,455 shares during the last quarter. HBK Sorce Advisory LLC raised its holdings in shares of Schwab US Small-Cap ETF by 941.8% in the second quarter. HBK Sorce Advisory LLC now owns 657,923 shares of the company’s stock valued at $35,548,000 after purchasing an additional 594,769 shares during the last quarter. Finally, Envestnet Asset Management Inc. raised its holdings in shares of Schwab US Small-Cap ETF by 158.9% in the third quarter. Envestnet Asset Management Inc. now owns 607,288 shares of the company’s stock valued at $42,346,000 after purchasing an additional 372,749 shares during the last quarter.

Shares of SCHA stock traded up $0.19 on Friday, hitting $73.00. The stock had a trading volume of 211,752 shares, compared to its average volume of 428,732. The business has a 50 day moving average of $70.32 and a 200 day moving average of $70.49. Schwab US Small-Cap ETF has a 12-month low of $57.04 and a 12-month high of $73.63.

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.

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

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