Home Wealth Advisor Schwab US Small-Cap ETF (SCHA) Holdings Cut by Burt Wealth Advisors

Schwab US Small-Cap ETF (SCHA) Holdings Cut by Burt Wealth Advisors

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Burt Wealth Advisors cut its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 0.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 138,135 shares of the company’s stock after selling 970 shares during the quarter. Schwab US Small-Cap ETF makes up 4.8% of Burt Wealth Advisors’ investment portfolio, making the stock its 8th largest position. Burt Wealth Advisors owned about 0.12% of Schwab US Small-Cap ETF worth $10,522,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in SCHA. Colony Group LLC increased its stake in Schwab US Small-Cap ETF by 23.0% during the second quarter. Colony Group LLC now owns 3,622 shares of the company’s stock valued at $266,000 after purchasing an additional 677 shares during the last quarter. Bartlett & Co. LLC boosted its holdings in shares of Schwab US Small-Cap ETF by 2.4% during the second quarter. Bartlett & Co. LLC now owns 29,177 shares of the company’s stock valued at $2,147,000 after acquiring an additional 678 shares during the period. St. Johns Investment Management Company LLC boosted its holdings in shares of Schwab US Small-Cap ETF by 0.7% during the second quarter. St. Johns Investment Management Company LLC now owns 100,955 shares of the company’s stock valued at $7,427,000 after acquiring an additional 680 shares during the period. Duncker Streett & Co. Inc. boosted its holdings in shares of Schwab US Small-Cap ETF by 20.9% during the second quarter. Duncker Streett & Co. Inc. now owns 4,128 shares of the company’s stock valued at $304,000 after acquiring an additional 714 shares during the period. Finally, Courage Miller Partners LLC boosted its holdings in shares of Schwab US Small-Cap ETF by 1.3% during the second quarter. Courage Miller Partners LLC now owns 53,845 shares of the company’s stock valued at $3,961,000 after acquiring an additional 716 shares during the period.

SCHA stock opened at $69.90 on Wednesday. Schwab US Small-Cap ETF has a fifty-two week low of $65.16 and a fifty-two week high of $78.34.

COPYRIGHT VIOLATION NOTICE: “Schwab US Small-Cap ETF (SCHA) Holdings Cut by Burt Wealth Advisors” was published by Fairfield Current and is the property of of Fairfield Current. If you are accessing this report on another domain, it was copied illegally and republished in violation of U.S. & international trademark & copyright laws. The correct version of this report can be read at https://www.fairfieldcurrent.com/2018/11/07/burt-wealth-advisors-has-10-52-million-holdings-in-schwab-us-small-cap-etf-scha.html.

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.

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

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