Heirloom Wealth Management Grows Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Heirloom Wealth Management grew its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 119.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,203 shares of the company’s stock after acquiring an additional 5,555 shares during the quarter. Heirloom Wealth Management’s holdings in Schwab US Small-Cap ETF were worth $264,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of SCHA. World Investment Advisors LLC boosted its stake in shares of Schwab US Small-Cap ETF by 20.3% during the 3rd quarter. World Investment Advisors LLC now owns 18,666 shares of the company’s stock worth $961,000 after purchasing an additional 3,147 shares during the period. Sculati Wealth Management LLC grew its stake in shares of Schwab US Small-Cap ETF by 107.9% during the third quarter. Sculati Wealth Management LLC now owns 116,663 shares of the company’s stock valued at $5,744,000 after buying an additional 60,552 shares during the last quarter. Fulcrum Equity Management raised its holdings in shares of Schwab US Small-Cap ETF by 8.9% in the third quarter. Fulcrum Equity Management now owns 19,115 shares of the company’s stock worth $984,000 after buying an additional 1,559 shares during the period. Synovus Financial Corp lifted its stake in shares of Schwab US Small-Cap ETF by 80.7% during the 3rd quarter. Synovus Financial Corp now owns 25,170 shares of the company’s stock worth $1,296,000 after acquiring an additional 11,242 shares during the last quarter. Finally, JPMorgan Chase & Co. boosted its holdings in Schwab US Small-Cap ETF by 5.8% during the 3rd quarter. JPMorgan Chase & Co. now owns 470,419 shares of the company’s stock valued at $24,227,000 after acquiring an additional 25,811 shares during the period.

Schwab US Small-Cap ETF Trading Down 0.2 %

NYSEARCA:SCHA opened at $26.92 on Monday. The stock has a fifty day simple moving average of $26.83 and a 200-day simple moving average of $25.91. The company has a market cap of $9.38 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a twelve month low of $22.41 and a twelve month high of $28.57.

Schwab US Small-Cap ETF Company 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.