Alliance Wealth Management Group Boosts Stock Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Posted by Joe Tyrrell on Apr 1st, 2025

Alliance Wealth Management Group raised its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 94.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 394,651 shares of the company’s stock after purchasing an additional 191,770 shares during the quarter. Schwab US Small-Cap ETF accounts for 2.7% of Alliance Wealth Management Group’s investment portfolio, making the stock its 12th biggest holding. Alliance Wealth Management Group owned about 0.11% of Schwab US Small-Cap ETF worth $10,206,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also modified their holdings of the company. McClarren Financial Advisors Inc. acquired a new stake in shares of Schwab US Small-Cap ETF during the fourth quarter worth $25,000. TD Capital Management LLC lifted its stake in shares of Schwab US Small-Cap ETF by 100.4% in the 4th quarter. TD Capital Management LLC now owns 958 shares of the company’s stock worth $25,000 after acquiring an additional 480 shares during the period. Bellevue Asset Management LLC boosted its holdings in shares of Schwab US Small-Cap ETF by 551.4% in the fourth quarter. Bellevue Asset Management LLC now owns 964 shares of the company’s stock valued at $25,000 after acquiring an additional 816 shares in the last quarter. Pacifica Partners Inc. increased its stake in shares of Schwab US Small-Cap ETF by 100.0% during the fourth quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock worth $26,000 after acquiring an additional 499 shares during the period. Finally, Mainstream Capital Management LLC acquired a new position in shares of Schwab US Small-Cap ETF during the fourth quarter worth about $27,000.

Schwab US Small-Cap ETF Stock Down 0.2 %

Shares of NYSEARCA:SCHA opened at $23.43 on Tuesday. Schwab US Small-Cap ETF has a 52 week low of $22.53 and a 52 week high of $28.57. The company has a 50-day moving average price of $25.39 and a 200 day moving average price of $26.05. The company has a market cap of $15.85 billion, a P/E ratio of 16.36 and a beta of 1.21.

Schwab US Small-Cap ETF Cuts Dividend

The firm also recently announced a dividend, which was paid on Monday, March 31st. Stockholders of record on Wednesday, March 26th were paid a dividend of $0.0553 per share. The ex-dividend date of this dividend was Wednesday, March 26th.

Schwab US Small-Cap ETF Profile

(Free Report)

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.