Schwab US Small-Cap ETF (NYSEARCA:SCHA) Position Increased by FIDELIS iM LLC

FIDELIS iM LLC raised its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 81.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 764,326 shares of the company’s stock after acquiring an additional 344,029 shares during the quarter. Schwab US Small-Cap ETF makes up about 7.4% of FIDELIS iM LLC’s holdings, making the stock its 5th biggest holding. FIDELIS iM LLC owned about 0.22% of Schwab US Small-Cap ETF worth $19,765,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in SCHA. Guerra Pan Advisors LLC boosted its stake in Schwab US Small-Cap ETF by 146.9% during the 4th quarter. Guerra Pan Advisors LLC now owns 225,576 shares of the company’s stock worth $5,833,000 after purchasing an additional 134,197 shares during the period. Embree Financial Group raised its holdings in shares of Schwab US Small-Cap ETF by 101.2% in the fourth quarter. Embree Financial Group now owns 158,672 shares of the company’s stock valued at $4,103,000 after buying an additional 79,798 shares during the last quarter. Crescent Grove Advisors LLC raised its holdings in shares of Schwab US Small-Cap ETF by 99.8% in the fourth quarter. Crescent Grove Advisors LLC now owns 30,928 shares of the company’s stock valued at $800,000 after buying an additional 15,450 shares during the last quarter. Jamison Private Wealth Management Inc. boosted its stake in shares of Schwab US Small-Cap ETF by 110.1% during the fourth quarter. Jamison Private Wealth Management Inc. now owns 9,597 shares of the company’s stock worth $248,000 after buying an additional 5,030 shares during the period. Finally, Alpha Financial Advisors LLC grew its holdings in shares of Schwab US Small-Cap ETF by 100.0% during the fourth quarter. Alpha Financial Advisors LLC now owns 10,974 shares of the company’s stock worth $284,000 after buying an additional 5,487 shares during the last quarter.

Schwab US Small-Cap ETF Price Performance

Schwab US Small-Cap ETF stock opened at $26.92 on Friday. The business has a 50 day simple moving average of $26.83 and a 200-day simple moving average of $25.90. Schwab US Small-Cap ETF has a 12 month low of $22.41 and a 12 month high of $28.57. The stock has a market capitalization of $9.38 billion, a PE ratio of 14.51 and a beta of 1.19.

About Schwab US Small-Cap ETF

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.