Blue Bell Private Wealth Management LLC Has $4.94 Million Stock Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Blue Bell Private Wealth Management LLC decreased its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHAGet Rating) by 4.7% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 121,990 shares of the company’s stock after selling 6,069 shares during the period. Schwab US Small-Cap ETF accounts for about 1.6% of Blue Bell Private Wealth Management LLC’s holdings, making the stock its 11th biggest position. Blue Bell Private Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $4,942,000 as of its most recent filing with the SEC.

Other hedge funds have also added to or reduced their stakes in the company. Newbridge Financial Services Group Inc. raised its position in Schwab US Small-Cap ETF by 331.9% in the fourth quarter. Newbridge Financial Services Group Inc. now owns 691 shares of the company’s stock worth $28,000 after acquiring an additional 531 shares during the period. Sound Income Strategies LLC bought a new stake in shares of Schwab US Small-Cap ETF in the fourth quarter valued at approximately $29,000. Zions Bancorporation N.A. bought a new stake in shares of Schwab US Small-Cap ETF in the first quarter valued at approximately $29,000. EverSource Wealth Advisors LLC raised its position in shares of Schwab US Small-Cap ETF by 71.4% in the third quarter. EverSource Wealth Advisors LLC now owns 785 shares of the company’s stock valued at $30,000 after purchasing an additional 327 shares during the period. Finally, McIlrath & Eck LLC raised its position in shares of Schwab US Small-Cap ETF by 80.9% in the third quarter. McIlrath & Eck LLC now owns 841 shares of the company’s stock valued at $32,000 after purchasing an additional 376 shares during the period.

Schwab US Small-Cap ETF Trading Down 2.5 %

Shares of NYSEARCA SCHA traded down $1.04 during midday trading on Friday, hitting $40.00. The company’s stock had a trading volume of 801,065 shares, compared to its average volume of 929,467. The stock has a fifty day moving average price of $43.67 and a 200 day moving average price of $41.87. Schwab US Small-Cap ETF has a one year low of $37.25 and a one year high of $48.99. The firm has a market capitalization of $13.83 billion, a price-to-earnings ratio of 11.63 and a beta of 1.16.

Schwab US Small-Cap ETF Profile

(Get Rating)

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.

Featured Stories

Want to see what other hedge funds are holding SCHA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Small-Cap ETF (NYSEARCA:SCHAGet Rating).

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

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