Roberts Wealth Advisors LLC Has $851,000 Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Roberts Wealth Advisors LLC decreased its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 10.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 18,518 shares of the company’s stock after selling 2,052 shares during the period. Roberts Wealth Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $851,000 as of its most recent SEC filing.

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

Schwab US Small-Cap ETF Stock Up 0.5 %

Shares of Schwab US Small-Cap ETF stock opened at $47.45 on Monday. The stock has a market capitalization of $16.54 billion, a P/E ratio of 14.51 and a beta of 1.19. The stock has a 50 day moving average price of $47.50 and a two-hundred day moving average price of $47.14. Schwab US Small-Cap ETF has a 12-month low of $38.05 and a 12-month high of $49.54.

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.