Schwab US Small-Cap ETF (NYSEARCA:SCHA) is Valley Forge Investment Consultants Inc. ADV’s 8th Largest Position

Valley Forge Investment Consultants Inc. ADV trimmed its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 0.8% during the second quarter, Holdings Channel reports. The institutional investor owned 139,378 shares of the company’s stock after selling 1,077 shares during the quarter. Schwab US Small-Cap ETF comprises about 2.5% of Valley Forge Investment Consultants Inc. ADV’s portfolio, making the stock its 8th largest holding. Valley Forge Investment Consultants Inc. ADV’s holdings in Schwab US Small-Cap ETF were worth $6,613,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Strategic Financial Concepts LLC boosted its position in shares of Schwab US Small-Cap ETF by 3,222.1% during the 2nd quarter. Strategic Financial Concepts LLC now owns 2,263,925 shares of the company’s stock worth $997,000 after acquiring an additional 2,195,778 shares in the last quarter. Charles Schwab Investment Advisory Inc. boosted its holdings in Schwab US Small-Cap ETF by 2.3% in the first quarter. Charles Schwab Investment Advisory Inc. now owns 76,381,367 shares of the company’s stock valued at $3,761,019,000 after purchasing an additional 1,743,851 shares in the last quarter. 1832 Asset Management L.P. raised its holdings in Schwab US Small-Cap ETF by 153.8% during the fourth quarter. 1832 Asset Management L.P. now owns 1,192,657 shares of the company’s stock worth $56,341,000 after purchasing an additional 722,717 shares in the last quarter. BlueSky Wealth Advisors LLC purchased a new stake in shares of Schwab US Small-Cap ETF during the 2nd quarter worth approximately $19,904,000. Finally, Cetera Investment Advisers boosted its holdings in shares of Schwab US Small-Cap ETF by 479.7% in the 1st quarter. Cetera Investment Advisers now owns 364,808 shares of the company’s stock valued at $17,963,000 after buying an additional 301,873 shares in the last quarter.

Schwab US Small-Cap ETF Price Performance

NYSEARCA SCHA opened at $50.38 on Monday. The firm’s fifty day moving average price is $49.53 and its 200 day moving average price is $48.24. Schwab US Small-Cap ETF has a 12 month low of $38.05 and a 12 month high of $52.39. The company has a market capitalization of $17.56 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.