Patriot Financial Group Insurance Agency LLC Has $155,000 Stock Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Patriot Financial Group Insurance Agency LLC lifted its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 335.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 2,049 shares of the company’s stock after purchasing an additional 1,578 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in Schwab US Small-Cap ETF were worth $155,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Liberty Wealth Management LLC bought a new position in Schwab US Small-Cap ETF during the third quarter worth about $27,000. Doyle Wealth Management bought a new stake in Schwab US Small-Cap ETF during the 2nd quarter worth approximately $29,000. Pflug Koory LLC purchased a new stake in shares of Schwab US Small-Cap ETF in the third quarter worth approximately $36,000. Steward Partners Investment Advisory LLC raised its stake in shares of Schwab US Small-Cap ETF by 377.6% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 511 shares of the company’s stock worth $38,000 after purchasing an additional 404 shares during the last quarter. Finally, Usca Ria LLC bought a new position in shares of Schwab US Small-Cap ETF in the third quarter valued at approximately $46,000.

Shares of NYSEARCA:SCHA opened at $76.52 on Friday. Schwab US Small-Cap ETF has a 12-month low of $65.72 and a 12-month high of $77.74. The business’s 50 day moving average is $75.51 and its 200 day moving average is $72.06.

Schwab US Small-Cap ETF Company 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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