Bartlett & CO. Wealth Management LLC lifted its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 99.8% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 109,898 shares of the company’s stock after buying an additional 54,889 shares during the quarter. Bartlett & CO. Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $2,842,000 as of its most recent filing with the SEC.
Several other hedge funds and other institutional investors have also modified their holdings of SCHA. Kelleher Financial Advisors lifted its position in Schwab US Small-Cap ETF by 100.0% during the fourth quarter. Kelleher Financial Advisors now owns 23,848 shares of the company’s stock worth $617,000 after acquiring an additional 11,924 shares during the last quarter. Westside Investment Management Inc. increased its stake in shares of Schwab US Small-Cap ETF by 100.0% during the fourth quarter. Westside Investment Management Inc. now owns 2,248 shares of the company’s stock worth $58,000 after purchasing an additional 1,124 shares during the period. Madison Park Capital Advisors LLC lifted its holdings in Schwab US Small-Cap ETF by 100.4% during the 4th quarter. Madison Park Capital Advisors LLC now owns 67,342 shares of the company’s stock worth $1,741,000 after purchasing an additional 33,746 shares during the last quarter. ForthRight Wealth Management LLC boosted its stake in Schwab US Small-Cap ETF by 103.5% in the 4th quarter. ForthRight Wealth Management LLC now owns 821,140 shares of the company’s stock valued at $21,235,000 after purchasing an additional 417,610 shares during the period. Finally, Advisory Alpha LLC grew its holdings in Schwab US Small-Cap ETF by 96.0% in the 4th quarter. Advisory Alpha LLC now owns 4,232,965 shares of the company’s stock valued at $109,466,000 after buying an additional 2,073,546 shares in the last quarter.
Schwab US Small-Cap ETF Stock Performance
SCHA opened at $26.97 on Friday. The stock has a fifty day moving average of $26.82 and a 200-day moving average of $25.85. The company has a market capitalization of $9.40 billion, a P/E 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.
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.
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