Mission Wealth Management LP Has $1.28 Million Position in Schwab US Small-Cap ETF (SCHA)

Mission Wealth Management LP increased its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 98.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 21,122 shares of the company’s stock after acquiring an additional 10,495 shares during the period. Mission Wealth Management LP’s holdings in Schwab US Small-Cap ETF were worth $1,282,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Whittier Trust Co. acquired a new stake in shares of Schwab US Small-Cap ETF in the 4th quarter worth about $30,000. TCI Wealth Advisors Inc. increased its stake in Schwab US Small-Cap ETF by 88.7% during the 4th quarter. TCI Wealth Advisors Inc. now owns 1,519 shares of the company’s stock valued at $92,000 after buying an additional 714 shares during the period. Honkamp Krueger Financial Services Inc. acquired a new position in Schwab US Small-Cap ETF during the 3rd quarter valued at about $122,000. Oppenheimer Asset Management Inc. acquired a new position in Schwab US Small-Cap ETF during the 4th quarter valued at about $130,000. Finally, Huber Financial Advisors LLC acquired a new position in Schwab US Small-Cap ETF during the 3rd quarter valued at about $205,000.

Schwab US Small-Cap ETF stock opened at $71.64 on Thursday. Schwab US Small-Cap ETF has a 52 week low of $57.04 and a 52 week high of $78.34.

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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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