Gleason Group Inc. Has $3.11 Million Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Gleason Group Inc. lifted its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 105.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 120,247 shares of the company’s stock after purchasing an additional 61,658 shares during the period. Schwab US Small-Cap ETF accounts for about 0.5% of Gleason Group Inc.’s portfolio, making the stock its 18th biggest position. Gleason Group Inc.’s holdings in Schwab US Small-Cap ETF were worth $3,110,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. Massmutual Trust Co. FSB ADV bought a new position in Schwab US Small-Cap ETF during the third quarter worth $30,000. Capital Performance Advisors LLP bought a new stake in Schwab US Small-Cap ETF in the 3rd quarter valued at about $33,000. Lowe Wealth Advisors LLC acquired a new position in Schwab US Small-Cap ETF during the 4th quarter worth approximately $35,000. Sound Income Strategies LLC boosted its holdings in Schwab US Small-Cap ETF by 604.3% in the third quarter. Sound Income Strategies LLC now owns 824 shares of the company’s stock worth $42,000 after acquiring an additional 707 shares in the last quarter. Finally, Versant Capital Management Inc grew its stake in Schwab US Small-Cap ETF by 100.1% in the fourth quarter. Versant Capital Management Inc now owns 1,833 shares of the company’s stock valued at $47,000 after acquiring an additional 917 shares during the period.

Schwab US Small-Cap ETF Stock Up 0.4 %

Shares of NYSEARCA:SCHA opened at $25.55 on Tuesday. Schwab US Small-Cap ETF has a twelve month low of $22.24 and a twelve month high of $28.57. The stock’s 50 day moving average is $26.94 and its 200-day moving average is $25.72. The firm has a market capitalization of $8.91 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19.

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.