LVW Advisors LLC Increases Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

LVW Advisors LLC raised its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 10.2% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 127,002 shares of the company’s stock after buying an additional 11,730 shares during the period. Schwab US Small-Cap ETF comprises about 1.1% of LVW Advisors LLC’s investment portfolio, making the stock its 15th biggest holding. LVW Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $6,254,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Fiduciary Alliance LLC raised its stake in shares of Schwab US Small-Cap ETF by 46.6% during the first quarter. Fiduciary Alliance LLC now owns 6,570 shares of the company’s stock valued at $321,000 after acquiring an additional 2,089 shares during the last quarter. Cornerstone Wealth Group LLC purchased a new position in Schwab US Small-Cap ETF during the 1st quarter valued at about $4,755,000. Richardson Capital Management LLC raised its position in Schwab US Small-Cap ETF by 31.2% during the 1st quarter. Richardson Capital Management LLC now owns 5,832 shares of the company’s stock valued at $287,000 after purchasing an additional 1,388 shares during the last quarter. FIDELIS iM LLC lifted its holdings in Schwab US Small-Cap ETF by 1.4% in the 1st quarter. FIDELIS iM LLC now owns 397,259 shares of the company’s stock worth $19,561,000 after buying an additional 5,667 shares during the period. Finally, Alpha Omega Wealth Management LLC grew its position in shares of Schwab US Small-Cap ETF by 0.5% in the 1st quarter. Alpha Omega Wealth Management LLC now owns 51,639 shares of the company’s stock worth $2,543,000 after buying an additional 243 shares during the last quarter.

Schwab US Small-Cap ETF Stock Up 0.5 %

Shares of Schwab US Small-Cap ETF stock opened at $47.45 on Monday. The business has a 50 day moving average of $47.50 and a 200 day moving average of $47.14. Schwab US Small-Cap ETF has a 52 week low of $38.05 and a 52 week high of $49.54. The company has a market cap of $16.54 billion, a PE ratio of 14.51 and a beta of 1.19.

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.