Charles Schwab Trust Co Boosts Stock Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Charles Schwab Trust Co raised its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 103.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 670,493 shares of the company’s stock after purchasing an additional 340,901 shares during the period. Schwab US Small-Cap ETF comprises about 1.5% of Charles Schwab Trust Co’s investment portfolio, making the stock its 20th largest position. Charles Schwab Trust Co owned about 0.19% of Schwab US Small-Cap ETF worth $17,339,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Massmutual Trust Co. FSB ADV purchased a new position in shares of Schwab US Small-Cap ETF during the 3rd quarter worth $30,000. Capital Performance Advisors LLP acquired a new position in shares of Schwab US Small-Cap ETF during the 3rd quarter valued at about $33,000. Sound Income Strategies LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 604.3% during the 3rd quarter. Sound Income Strategies LLC now owns 824 shares of the company’s stock worth $42,000 after acquiring an additional 707 shares during the period. Pacifica Partners Inc. boosted its position in shares of Schwab US Small-Cap ETF by 100.0% in the fourth quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock worth $26,000 after acquiring an additional 499 shares during the last quarter. Finally, EverSource Wealth Advisors LLC boosted its position in shares of Schwab US Small-Cap ETF by 367.2% in the second quarter. EverSource Wealth Advisors LLC now owns 1,112 shares of the company’s stock worth $57,000 after acquiring an additional 874 shares during the last quarter.

Schwab US Small-Cap ETF Stock Up 0.5 %

Shares of SCHA opened at $26.55 on Tuesday. The firm has a market cap of $9.26 billion, a PE ratio of 14.51 and a beta of 1.19. The company’s fifty day moving average is $26.84 and its two-hundred day moving average is $25.82. Schwab US Small-Cap ETF has a fifty-two week low of $22.30 and a fifty-two week high of $28.57.

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.