Marcum Wealth LLC Grows Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Marcum Wealth LLC grew its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 89.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,092,926 shares of the company’s stock after acquiring an additional 986,432 shares during the quarter. Schwab US Small-Cap ETF comprises approximately 4.7% of Marcum Wealth LLC’s portfolio, making the stock its 4th biggest position. Marcum Wealth LLC owned approximately 0.60% of Schwab US Small-Cap ETF worth $54,123,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently modified their holdings of the stock. Massmutual Trust Co. FSB ADV purchased a new stake in Schwab US Small-Cap ETF during the 3rd quarter valued at about $30,000. Capital Performance Advisors LLP bought a new position in shares of Schwab US Small-Cap ETF in the third quarter worth approximately $33,000. Lowe Wealth Advisors LLC purchased a new stake in shares of Schwab US Small-Cap ETF during the fourth quarter valued at approximately $35,000. Sound Income Strategies LLC increased its position in shares of Schwab US Small-Cap ETF by 604.3% during the third quarter. Sound Income Strategies LLC now owns 824 shares of the company’s stock valued at $42,000 after acquiring an additional 707 shares in the last quarter. Finally, Versant Capital Management Inc increased its position in shares of Schwab US Small-Cap ETF by 100.1% during the fourth quarter. Versant Capital Management Inc now owns 1,833 shares of the company’s stock valued at $47,000 after acquiring an additional 917 shares in the last quarter.

Schwab US Small-Cap ETF Trading Up 0.4 %

SCHA stock opened at $25.55 on Tuesday. The stock’s 50 day simple moving average is $26.94 and its 200 day simple moving average is $25.72. Schwab US Small-Cap ETF has a 12-month low of $22.24 and a 12-month high of $28.57. The stock has a market capitalization of $8.91 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.