Perigon Wealth Management LLC grew its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 99.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 130,231 shares of the company’s stock after acquiring an additional 64,772 shares during the period. Perigon Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $3,442,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also modified their holdings of the company. International Assets Investment Management LLC increased its stake in shares of Schwab US Small-Cap ETF by 489,456.8% in the 3rd quarter. International Assets Investment Management LLC now owns 2,653,398 shares of the company’s stock worth $136,650,000 after purchasing an additional 2,652,856 shares in the last quarter. Advisory Alpha LLC increased its position in Schwab US Small-Cap ETF by 96.0% in the fourth quarter. Advisory Alpha LLC now owns 4,232,965 shares of the company’s stock worth $109,466,000 after buying an additional 2,073,546 shares in the last quarter. Marcum Wealth LLC raised its stake in shares of Schwab US Small-Cap ETF by 89.1% in the fourth quarter. Marcum Wealth LLC now owns 2,092,926 shares of the company’s stock worth $54,123,000 after buying an additional 986,432 shares during the period. Gemmer Asset Management LLC lifted its position in shares of Schwab US Small-Cap ETF by 97.7% during the 4th quarter. Gemmer Asset Management LLC now owns 1,341,613 shares of the company’s stock valued at $34,694,000 after buying an additional 663,149 shares in the last quarter. Finally, Summit Financial Strategies Inc. grew its stake in shares of Schwab US Small-Cap ETF by 98.2% during the 4th quarter. Summit Financial Strategies Inc. now owns 1,094,246 shares of the company’s stock valued at $28,297,000 after acquiring an additional 542,230 shares during the period.
Schwab US Small-Cap ETF Trading Up 0.3 %
Schwab US Small-Cap ETF stock opened at $26.73 on Wednesday. Schwab US Small-Cap ETF has a 12-month low of $22.41 and a 12-month high of $28.57. The firm has a market capitalization of $9.32 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19. The firm has a 50 day moving average of $26.82 and a 200 day moving average of $25.94.
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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