LVW Advisors LLC Purchases 11,730 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

LVW Advisors LLC boosted its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 10.2% in the first quarter, Holdings Channel.com reports. The institutional investor owned 127,002 shares of the company’s stock after acquiring an additional 11,730 shares during the period. Schwab US Small-Cap ETF comprises approximately 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 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in SCHA. O Shaughnessy Asset Management LLC boosted its stake in Schwab US Small-Cap ETF by 14.8% during the third quarter. O Shaughnessy Asset Management LLC now owns 12,782 shares of the company’s stock valued at $529,000 after buying an additional 1,646 shares during the last quarter. Axxcess Wealth Management LLC bought a new stake in shares of Schwab US Small-Cap ETF in the 3rd quarter valued at approximately $232,000. Ameriprise Financial Inc. lifted its stake in shares of Schwab US Small-Cap ETF by 10.2% in the 3rd quarter. Ameriprise Financial Inc. now owns 1,205,942 shares of the company’s stock valued at $49,961,000 after purchasing an additional 111,813 shares during the last quarter. Evergreen Capital Management LLC lifted its stake in shares of Schwab US Small-Cap ETF by 5.6% in the 3rd quarter. Evergreen Capital Management LLC now owns 85,992 shares of the company’s stock valued at $3,562,000 after purchasing an additional 4,594 shares during the last quarter. Finally, Sei Investments Co. lifted its stake in shares of Schwab US Small-Cap ETF by 0.7% in the 3rd quarter. Sei Investments Co. now owns 7,614,345 shares of the company’s stock valued at $315,389,000 after purchasing an additional 51,732 shares during the last quarter.

Schwab US Small-Cap ETF Price Performance

NYSEARCA:SCHA opened at $47.45 on Monday. The firm has a market capitalization of $16.54 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a 1 year low of $38.05 and a 1 year high of $49.54. The business has a 50 day simple moving average of $47.50 and a 200-day simple moving average of $47.14.

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.