Carolina Wealth Advisors LLC Buys 83,969 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Carolina Wealth Advisors LLC grew its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 80.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 188,711 shares of the company’s stock after purchasing an additional 83,969 shares during the period. Schwab US Small-Cap ETF comprises about 2.6% of Carolina Wealth Advisors LLC’s investment portfolio, making the stock its 17th biggest position. Carolina Wealth Advisors LLC owned about 0.05% of Schwab US Small-Cap ETF worth $4,880,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also made changes to their positions in the stock. Sovereign Financial Group Inc. boosted its position in shares of Schwab US Small-Cap ETF by 2.7% during the 3rd quarter. Sovereign Financial Group Inc. now owns 8,122 shares of the company’s stock valued at $418,000 after acquiring an additional 214 shares in the last quarter. Brookstone Capital Management lifted its position in shares of Schwab US Small-Cap ETF by 3.1% during the 3rd quarter. Brookstone Capital Management now owns 7,453 shares of the company’s stock worth $384,000 after buying an additional 221 shares during the period. Granite Investment Partners LLC lifted its position in shares of Schwab US Small-Cap ETF by 7.7% during the 2nd quarter. Granite Investment Partners LLC now owns 3,502 shares of the company’s stock worth $166,000 after buying an additional 250 shares during the period. ZRC Wealth Management LLC boosted its stake in Schwab US Small-Cap ETF by 1.5% in the 3rd quarter. ZRC Wealth Management LLC now owns 19,343 shares of the company’s stock valued at $996,000 after buying an additional 286 shares in the last quarter. Finally, Front Row Advisors LLC grew its position in Schwab US Small-Cap ETF by 4.0% in the second quarter. Front Row Advisors LLC now owns 7,632 shares of the company’s stock valued at $363,000 after acquiring an additional 296 shares during the period.

Schwab US Small-Cap ETF Stock Performance

Shares of NYSEARCA:SCHA opened at $26.31 on Thursday. The company’s fifty day moving average is $26.91 and its 200-day moving average is $25.74. Schwab US Small-Cap ETF has a 52 week low of $22.24 and a 52 week high of $28.57. The company has a market capitalization of $9.17 billion, a PE ratio of 14.51 and a beta of 1.19.

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.