70,599 Shares in Schwab U S Small Cap ETF (NYSEARCA:SCHA) Acquired by Newport Wealth Strategies Inc.

Newport Wealth Strategies Inc. acquired a new position in Schwab U S Small Cap ETF (NYSEARCA:SCHA) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 70,599 shares of the company’s stock, valued at approximately $5,055,000. Schwab U S Small Cap ETF comprises 3.6% of Newport Wealth Strategies Inc.’s investment portfolio, making the stock its 8th biggest holding. Newport Wealth Strategies Inc. owned 0.07% of Schwab U S Small Cap ETF as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently modified their holdings of SCHA. Vista Private Wealth Partners. LLC purchased a new stake in shares of Schwab U S Small Cap ETF in the third quarter worth approximately $3,135,000. Atlantic Trust Group LLC raised its stake in shares of Schwab U S Small Cap ETF by 174.5% in the third quarter. Atlantic Trust Group LLC now owns 45,974 shares of the company’s stock worth $3,098,000 after purchasing an additional 29,228 shares during the last quarter. First National Bank of Mount Dora Trust Investment Services purchased a new stake in shares of Schwab U S Small Cap ETF in the fourth quarter worth approximately $209,000. Moneywise Inc. raised its stake in shares of Schwab U S Small Cap ETF by 2.0% in the fourth quarter. Moneywise Inc. now owns 182,390 shares of the company’s stock worth $12,720,000 after purchasing an additional 3,546 shares during the last quarter. Finally, Marquette Asset Management LLC raised its stake in shares of Schwab U S Small Cap ETF by 0.9% in the fourth quarter. Marquette Asset Management LLC now owns 210,411 shares of the company’s stock worth $14,674,000 after purchasing an additional 1,845 shares during the last quarter.

How to Become a New Pot Stock Millionaire

Shares of SCHA stock traded down $1.36 during trading on Friday, hitting $68.43. The company’s stock had a trading volume of 339,606 shares, compared to its average volume of 449,864. Schwab U S Small Cap ETF has a 52 week low of $61.40 and a 52 week high of $73.45.

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 22nd. Stockholders of record on Monday, March 19th were issued a $0.21 dividend. This represents a $0.84 annualized dividend and a dividend yield of 1.23%. The ex-dividend date was Friday, March 16th.

COPYRIGHT VIOLATION WARNING: This article was originally reported by Dispatch Tribunal and is the sole property of of Dispatch Tribunal. If you are reading this article on another site, it was illegally stolen and reposted in violation of US and international copyright law. The original version of this article can be read at https://www.dispatchtribunal.com/2018/04/07/newport-wealth-strategies-inc-acquires-shares-of-70599-schwab-u-s-small-cap-etf-scha.html.

Schwab U S 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.

Institutional Ownership by Quarter for Schwab U S Small Cap ETF (NYSEARCA:SCHA)

Receive News & Ratings for Schwab U S Small Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U S Small Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.

Leave a Reply