Transform Wealth LLC Has $2.01 Million Stock Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Transform Wealth LLC grew its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 9.5% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 40,751 shares of the company’s stock after buying an additional 3,542 shares during the quarter. Transform Wealth LLC’s holdings in Schwab US Small-Cap ETF were worth $2,007,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in SCHA. Cerity Partners LLC lifted its position in shares of Schwab US Small-Cap ETF by 755.0% during the fourth quarter. Cerity Partners LLC now owns 16,760,429 shares of the company’s stock valued at $791,763,000 after purchasing an additional 14,800,032 shares in the last quarter. Charles Schwab Investment Advisory Inc. raised its position in Schwab US Small-Cap ETF by 1.1% in the fourth quarter. Charles Schwab Investment Advisory Inc. now owns 74,637,516 shares of the company’s stock worth $3,525,876,000 after acquiring an additional 841,822 shares during the period. Steele Capital Management Inc. bought a new stake in Schwab US Small-Cap ETF in the fourth quarter worth about $34,279,000. 1832 Asset Management L.P. raised its position in Schwab US Small-Cap ETF by 153.8% in the fourth quarter. 1832 Asset Management L.P. now owns 1,192,657 shares of the company’s stock worth $56,341,000 after acquiring an additional 722,717 shares during the period. Finally, Creative Planning raised its position in Schwab US Small-Cap ETF by 31.5% in the third quarter. Creative Planning now owns 2,444,406 shares of the company’s stock worth $101,247,000 after acquiring an additional 584,906 shares during the period.

Schwab US Small-Cap ETF Stock Performance

SCHA stock traded up $0.38 during mid-day trading on Thursday, hitting $47.22. The company had a trading volume of 915,493 shares, compared to its average volume of 1,065,172. The firm has a market cap of $16.46 billion, a PE ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a 12 month low of $38.05 and a 12 month high of $49.54. The stock’s fifty day moving average price is $47.46 and its two-hundred day moving average price is $47.08.

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.