Schwab US Small-Cap ETF (NYSEARCA:SCHA) Holdings Lifted by HB Wealth Management LLC

HB Wealth Management LLC increased its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 95.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 298,629 shares of the company’s stock after acquiring an additional 145,607 shares during the period. HB Wealth Management LLC owned about 0.09% of Schwab US Small-Cap ETF worth $7,723,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of SCHA. World Investment Advisors LLC lifted its position in shares of Schwab US Small-Cap ETF by 20.3% in the third 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 in the last quarter. Sculati Wealth Management LLC lifted its position in Schwab US Small-Cap ETF by 107.9% in the 3rd quarter. Sculati Wealth Management LLC now owns 116,663 shares of the company’s stock worth $5,744,000 after buying an additional 60,552 shares in the last quarter. Fulcrum Equity Management boosted its stake in shares of Schwab US Small-Cap ETF by 8.9% during the 3rd quarter. Fulcrum Equity Management now owns 19,115 shares of the company’s stock valued at $984,000 after buying an additional 1,559 shares during the period. Synovus Financial Corp grew its holdings 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 valued at $1,296,000 after acquiring an additional 11,242 shares in the last quarter. Finally, Westside Investment Management Inc. increased its stake in shares of Schwab US Small-Cap ETF by 186.7% in the third quarter. Westside Investment Management Inc. now owns 1,124 shares of the company’s stock worth $58,000 after acquiring an additional 732 shares during the last quarter.

Schwab US Small-Cap ETF Trading Up 0.5 %

SCHA opened at $26.55 on Friday. The stock has a fifty day moving average price of $26.87 and a 200 day moving average price of $25.78. Schwab US Small-Cap ETF has a 1 year low of $22.30 and a 1 year high of $28.57. The stock has a market cap of $9.26 billion, a price-to-earnings 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.