Joseph P. Lucia & Associates LLC Takes Position in Schwab US Small-Cap ETF (SCHA)

Joseph P. Lucia & Associates LLC purchased a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 2,431,607 shares of the company’s stock, valued at approximately $33,877,000. Schwab US Small-Cap ETF accounts for approximately 2.5% of Joseph P. Lucia & Associates LLC’s investment portfolio, making the stock its 10th biggest position. Joseph P. Lucia & Associates LLC owned about 2.12% of Schwab US Small-Cap ETF at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in SCHA. Community Bank N.A. raised its holdings in shares of Schwab US Small-Cap ETF by 2.7% during the 1st quarter. Community Bank N.A. now owns 30,887 shares of the company’s stock worth $2,160,000 after buying an additional 820 shares in the last quarter. Savant Capital LLC raised its holdings in shares of Schwab US Small-Cap ETF by 6.3% during the 1st quarter. Savant Capital LLC now owns 16,945 shares of the company’s stock worth $1,185,000 after buying an additional 1,002 shares in the last quarter. Buckingham Asset Management LLC acquired a new position in shares of Schwab US Small-Cap ETF during the 1st quarter worth $266,000. Ellevest Inc. raised its holdings in shares of Schwab US Small-Cap ETF by 45.9% during the 1st quarter. Ellevest Inc. now owns 944 shares of the company’s stock worth $66,000 after buying an additional 297 shares in the last quarter. Finally, Peak Financial Management Inc. acquired a new position in shares of Schwab US Small-Cap ETF during the 1st quarter worth $322,000.

SCHA traded down $0.59 on Wednesday, reaching $68.01. The stock had a trading volume of 13,803 shares, compared to its average volume of 504,110. Schwab US Small-Cap ETF has a fifty-two week low of $57.04 and a fifty-two week high of $78.34.

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Schwab US Small-Cap ETF 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.

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Institutional Ownership by Quarter for Schwab US Small-Cap ETF (NYSEARCA:SCHA)

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