Copperwynd Financial LLC Has $5.97 Million Stock Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Copperwynd Financial LLC grew its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 110.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 230,715 shares of the company’s stock after buying an additional 121,228 shares during the period. Schwab US Small-Cap ETF accounts for about 1.6% of Copperwynd Financial LLC’s holdings, making the stock its 13th biggest holding. Copperwynd Financial LLC owned 0.07% of Schwab US Small-Cap ETF worth $5,966,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in SCHA. Harbour Investments Inc. lifted its holdings in shares of Schwab US Small-Cap ETF by 9.2% in the third quarter. Harbour Investments Inc. now owns 19,131 shares of the company’s stock valued at $985,000 after purchasing an additional 1,610 shares in the last quarter. Huntington National Bank boosted its stake in Schwab US Small-Cap ETF by 129.2% during the third quarter. Huntington National Bank now owns 1,737 shares of the company’s stock valued at $89,000 after buying an additional 979 shares during the period. Lifeworks Advisors LLC bought a new stake in Schwab US Small-Cap ETF during the third quarter valued at $328,000. Dearborn Partners LLC bought a new stake in Schwab US Small-Cap ETF during the third quarter worth about $221,000. Finally, Signature Estate & Investment Advisors LLC increased its holdings in shares of Schwab US Small-Cap ETF by 3.3% in the third quarter. Signature Estate & Investment Advisors LLC now owns 55,870 shares of the company’s stock worth $2,877,000 after buying an additional 1,786 shares during the period.

Schwab US Small-Cap ETF Trading Up 2.5 %

SCHA opened at $23.74 on Friday. Schwab US Small-Cap ETF has a 12 month low of $22.53 and a 12 month high of $28.57. The company has a market cap of $16.65 billion, a P/E ratio of 16.27 and a beta of 1.21. The business’s 50-day moving average price is $25.85 and its 200-day moving average price is $26.09.

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.