Heartwood Wealth Advisors LLC Boosts Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Heartwood Wealth Advisors LLC raised its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHAFree Report) by 100.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,432 shares of the company’s stock after buying an additional 5,216 shares during the period. Heartwood Wealth Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $270,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently added to or reduced their stakes in the stock. Wealth Enhancement Advisory Services LLC lifted its stake in shares of Schwab US Small-Cap ETF by 3.7% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 1,457,979 shares of the company’s stock worth $37,703,000 after purchasing an additional 51,366 shares during the last quarter. First International Bank & Trust raised its holdings in Schwab US Small-Cap ETF by 107.2% in the fourth quarter. First International Bank & Trust now owns 888,471 shares of the company’s stock worth $22,976,000 after purchasing an additional 459,758 shares in the last quarter. Wealth Group Ltd lifted its position in shares of Schwab US Small-Cap ETF by 98.8% during the fourth quarter. Wealth Group Ltd now owns 81,261 shares of the company’s stock valued at $2,101,000 after buying an additional 40,390 shares during the last quarter. First Hawaiian Bank lifted 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 valued at $400,000 after buying an additional 7,740 shares during the last quarter. Finally, Private Client Services LLC boosted its holdings in shares of Schwab US Small-Cap ETF by 100.4% in 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.

Schwab US Small-Cap ETF Stock Down 2.0 %

Shares of NYSEARCA SCHA traded down $0.51 during trading hours on Friday, hitting $25.46. 1,991,313 shares of the stock were exchanged, compared to its average volume of 1,778,558. The company has a market cap of $8.88 billion, a PE ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a 12 month low of $22.24 and a 12 month high of $28.57. The firm has a fifty day moving average price of $26.95 and a 200-day moving average price of $25.66.

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.

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

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