Builder Investment Group Inc. ADV Grows Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Builder Investment Group Inc. ADV grew its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 113.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,902 shares of the company’s stock after purchasing an additional 5,273 shares during the period. Builder Investment Group Inc. ADV’s holdings in Schwab US Small-Cap ETF were worth $256,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in SCHA. Massmutual Trust Co. FSB ADV purchased a new stake in Schwab US Small-Cap ETF in the third quarter valued at about $30,000. Capital Performance Advisors LLP purchased a new position in shares of Schwab US Small-Cap ETF in the 3rd quarter valued at approximately $33,000. Sound Income Strategies LLC boosted its stake in Schwab US Small-Cap ETF by 604.3% in the 3rd quarter. Sound Income Strategies LLC now owns 824 shares of the company’s stock worth $42,000 after purchasing an additional 707 shares in the last quarter. Pacifica Partners Inc. grew its position in Schwab US Small-Cap ETF by 100.0% during the 4th quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock worth $26,000 after purchasing an additional 499 shares during the last quarter. Finally, EverSource Wealth Advisors LLC increased its stake in Schwab US Small-Cap ETF by 367.2% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,112 shares of the company’s stock valued at $57,000 after purchasing an additional 874 shares in the last quarter.

Schwab US Small-Cap ETF Trading Up 1.9 %

NYSEARCA SCHA opened at $26.31 on Thursday. Schwab US Small-Cap ETF has a 12-month low of $22.24 and a 12-month high of $28.57. The company has a fifty day simple moving average of $26.91 and a two-hundred day simple moving average of $25.74. The stock has a market cap of $9.17 billion, a P/E ratio of 14.51 and a beta of 1.19.

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.