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.
TRADEMARK VIOLATION WARNING: “Mission Wealth Management LP Has $1.28 Million Position in Schwab US Small-Cap ETF (SCHA)” was published by Chaffey Breeze and is the property of of Chaffey Breeze. If you are accessing this report on another publication, it was illegally copied and reposted in violation of U.S. & international copyright & trademark laws. The original version of this report can be read at https://www.chaffeybreeze.com/2019/02/21/mission-wealth-management-lp-has-1-28-million-position-in-schwab-us-small-cap-etf-scha.html.
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.
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: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.