Curio Wealth LLC Makes New Investment in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Curio Wealth LLC bought a new position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 10,996 shares of the company’s stock, valued at approximately $284,000.

A number of other institutional investors also recently bought and sold shares of SCHA. Pine Valley Investments Ltd Liability Co raised its holdings in Schwab US Small-Cap ETF by 7.4% in the 3rd quarter. Pine Valley Investments Ltd Liability Co now owns 6,199 shares of the company’s stock valued at $319,000 after buying an additional 425 shares during the period. Planning Directions Inc. raised its holdings in Schwab US Small-Cap ETF by 4.5% in the 3rd quarter. Planning Directions Inc. now owns 10,097 shares of the company’s stock valued at $520,000 after buying an additional 437 shares during the period. Claro Advisors LLC raised its holdings in Schwab US Small-Cap ETF by 2.2% in the 3rd quarter. Claro Advisors LLC now owns 20,784 shares of the company’s stock valued at $1,070,000 after buying an additional 454 shares during the period. Cassady Schiller Wealth Management LLC raised its holdings in Schwab US Small-Cap ETF by 77.0% in the 4th quarter. Cassady Schiller Wealth Management LLC now owns 1,055 shares of the company’s stock valued at $27,000 after buying an additional 459 shares during the period. Finally, TD Capital Management LLC raised its holdings in Schwab US Small-Cap ETF by 100.4% in the 4th quarter. TD Capital Management LLC now owns 958 shares of the company’s stock valued at $25,000 after buying an additional 480 shares during the period.

Schwab US Small-Cap ETF Trading Up 2.5 %

Shares of SCHA opened at $23.74 on Monday. The firm has a market cap of $16.65 billion, a P/E ratio of 16.27 and a beta of 1.21. Schwab US Small-Cap ETF has a 12-month low of $22.53 and a 12-month high of $28.57. The company’s 50-day moving average price is $25.85 and its 200 day moving average price is $26.11.

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.