Schwab US Small-Cap ETF (NYSEARCA:SCHA) Position Boosted by Dakota Wealth Management

Dakota Wealth Management increased its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 103.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 84,599 shares of the company’s stock after acquiring an additional 43,007 shares during the quarter. Dakota Wealth Management’s holdings in Schwab US Small-Cap ETF were worth $2,188,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. World Investment Advisors LLC raised its stake in Schwab US Small-Cap ETF by 20.3% during the third quarter. World Investment Advisors LLC now owns 18,666 shares of the company’s stock worth $961,000 after acquiring an additional 3,147 shares during the period. Sculati Wealth Management LLC raised its stake in Schwab US Small-Cap ETF by 107.9% during the third quarter. Sculati Wealth Management LLC now owns 116,663 shares of the company’s stock worth $5,744,000 after acquiring an additional 60,552 shares during the period. Fulcrum Equity Management raised its stake in Schwab US Small-Cap ETF by 8.9% during the third quarter. Fulcrum Equity Management now owns 19,115 shares of the company’s stock worth $984,000 after acquiring an additional 1,559 shares during the period. Synovus Financial Corp raised its stake in Schwab US Small-Cap ETF by 80.7% during the third quarter. Synovus Financial Corp now owns 25,170 shares of the company’s stock worth $1,296,000 after acquiring an additional 11,242 shares during the period. Finally, Westside Investment Management Inc. raised its stake in Schwab US Small-Cap ETF by 186.7% during the third quarter. Westside Investment Management Inc. now owns 1,124 shares of the company’s stock worth $58,000 after acquiring an additional 732 shares during the period.

Schwab US Small-Cap ETF Stock Up 0.3 %

SCHA opened at $26.97 on Friday. The firm has a market cap of $9.40 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a fifty-two week low of $22.41 and a fifty-two week high of $28.57. The company’s 50-day moving average price is $26.82 and its 200 day moving average price is $25.85.

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.