Nelson Van Denburg & Campbell Wealth Management Group LLC Raises Position in Schwab US Small-Cap ETF (SCHA)

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Nelson Van Denburg & Campbell Wealth Management Group LLC boosted its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 6.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 72,933 shares of the company’s stock after buying an additional 4,378 shares during the quarter. Schwab US Small-Cap ETF makes up approximately 1.1% of Nelson Van Denburg & Campbell Wealth Management Group LLC’s portfolio, making the stock its 18th largest holding. Nelson Van Denburg & Campbell Wealth Management Group LLC’s holdings in Schwab US Small-Cap ETF were worth $5,100,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Sontag Advisory LLC acquired a new stake in Schwab US Small-Cap ETF in the 4th quarter valued at about $29,000. Whittier Trust Co. acquired a new stake in Schwab US Small-Cap ETF in the 4th quarter valued at about $30,000. Versant Capital Management Inc raised its holdings in Schwab US Small-Cap ETF by 50.3% in the 1st quarter. Versant Capital Management Inc now owns 469 shares of the company’s stock valued at $32,000 after acquiring an additional 157 shares during the last quarter. Patriot Financial Group Insurance Agency LLC raised its holdings in Schwab US Small-Cap ETF by 106.8% in the 1st quarter. Patriot Financial Group Insurance Agency LLC now owns 459 shares of the company’s stock valued at $32,000 after acquiring an additional 237 shares during the last quarter. Finally, Karp Capital Management Corp acquired a new stake in Schwab US Small-Cap ETF in the 4th quarter valued at about $41,000.

SCHA stock opened at $69.61 on Tuesday. Schwab US Small-Cap ETF has a 12 month low of $57.04 and a 12 month 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.

Further Reading: What are the qualifications of a portfolio manager?

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

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