Schwab US Small-Cap ETF (NYSEARCA:SCHA) is RKL Wealth Management LLC’s 6th Largest Position

RKL Wealth Management LLC lifted its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 9.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 210,050 shares of the company’s stock after acquiring an additional 17,951 shares during the period. Schwab US Small-Cap ETF makes up 2.9% of RKL Wealth Management LLC’s portfolio, making the stock its 6th largest holding. RKL Wealth Management LLC owned approximately 0.19% of Schwab US Small-Cap ETF worth $12,739,000 as of its most recent SEC filing.

Other institutional investors also recently made changes to their positions in the company. Evergreen Advisors LLC bought a new position in shares of Schwab US Small-Cap ETF during the fourth quarter valued at $14,053,000. Harvest Group Wealth Management LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 380.9% during the third quarter. Harvest Group Wealth Management LLC now owns 269,403 shares of the company’s stock valued at $20,520,000 after acquiring an additional 213,382 shares during the period. Tradewinds Capital Management LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 179.7% during the third quarter. Tradewinds Capital Management LLC now owns 274,396 shares of the company’s stock valued at $20,901,000 after acquiring an additional 176,298 shares during the period. Jane Street Group LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 300.7% during the third quarter. Jane Street Group LLC now owns 229,167 shares of the company’s stock valued at $17,456,000 after acquiring an additional 171,974 shares during the period. Finally, Bouchey Financial Group Ltd bought a new position in shares of Schwab US Small-Cap ETF during the fourth quarter valued at $7,758,000.

Shares of NYSEARCA:SCHA opened at $70.60 on Friday. Schwab US Small-Cap ETF has a twelve month low of $57.04 and a twelve month high of $78.34.

COPYRIGHT VIOLATION WARNING: “Schwab US Small-Cap ETF (NYSEARCA:SCHA) is RKL Wealth Management LLC’s 6th Largest Position” was first posted by PressOracle and is the property of of PressOracle. If you are accessing this news story on another website, it was copied illegally and republished in violation of U.S. & international copyright and trademark laws. The legal version of this news story can be read at https://pressoracle.com/news/2019/03/16/schwab-us-small-cap-etf-nysearcascha-is-rkl-wealth-management-llcs-6th-largest-position.html.

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.

See Also: Fundamental Analysis and Choosing Stocks

Institutional Ownership by Quarter 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.



Leave a Reply

Leave a Reply