Wealth Group Ltd Grows Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Wealth Group Ltd raised its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHAFree Report) by 98.8% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 81,261 shares of the company’s stock after purchasing an additional 40,390 shares during the period. Schwab US Small-Cap ETF accounts for about 0.6% of Wealth Group Ltd’s portfolio, making the stock its 20th largest position. Wealth Group Ltd’s holdings in Schwab US Small-Cap ETF were worth $2,101,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of SCHA. First Hawaiian Bank increased its position in shares of Schwab US Small-Cap ETF by 100.0% during the fourth quarter. First Hawaiian Bank now owns 15,480 shares of the company’s stock worth $400,000 after purchasing an additional 7,740 shares in the last quarter. Private Client Services LLC increased its position in Schwab US Small-Cap ETF by 100.4% during the 4th quarter. Private Client Services LLC now owns 10,419 shares of the company’s stock valued at $269,000 after buying an additional 5,220 shares in the last quarter. Worth Asset Management LLC raised its stake in Schwab US Small-Cap ETF by 119.0% in the fourth quarter. Worth Asset Management LLC now owns 19,113 shares of the company’s stock valued at $494,000 after buying an additional 10,384 shares during the last quarter. Collective Family Office LLC grew its stake in shares of Schwab US Small-Cap ETF by 79.6% during the fourth quarter. Collective Family Office LLC now owns 42,256 shares of the company’s stock worth $1,093,000 after acquiring an additional 18,722 shares during the last quarter. Finally, Moller Wealth Partners increased its holdings in shares of Schwab US Small-Cap ETF by 78.9% during the fourth quarter. Moller Wealth Partners now owns 76,116 shares of the company’s stock valued at $1,968,000 after acquiring an additional 33,561 shares in the last quarter.

Schwab US Small-Cap ETF Stock Performance

SCHA stock traded down $0.10 during trading on Wednesday, reaching $25.97. The company had a trading volume of 1,234,134 shares, compared to its average volume of 1,745,860. Schwab US Small-Cap ETF has a twelve month low of $22.24 and a twelve month high of $28.57. The company has a market cap of $9.05 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19. The firm has a 50-day simple moving average of $26.94 and a 200-day simple moving average of $25.66.

About Schwab US Small-Cap ETF

(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.

Featured Articles

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

Receive News & Ratings for Schwab US Small-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab US Small-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.