Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Bought by Williams Financial LLC

Williams Financial LLC increased its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 101.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,599 shares of the company’s stock after purchasing an additional 4,325 shares during the period. Schwab US Small-Cap ETF accounts for about 0.1% of Williams Financial LLC’s holdings, making the stock its 17th biggest position. Williams Financial LLC’s holdings in Schwab US Small-Cap ETF were worth $222,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently bought and sold shares of the company. World Investment Advisors LLC lifted 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 lifted its position in 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 worth $5,744,000 after buying an additional 60,552 shares during the period. Fulcrum Equity Management boosted its stake in Schwab US Small-Cap ETF by 8.9% in the 3rd 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 last quarter. Synovus Financial Corp grew its holdings in Schwab US Small-Cap ETF by 80.7% in the 3rd quarter. Synovus Financial Corp now owns 25,170 shares of the company’s stock valued at $1,296,000 after buying an additional 11,242 shares during the period. Finally, JPMorgan Chase & Co. increased its stake in shares of 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 last quarter.

Schwab US Small-Cap ETF Stock Performance

SCHA opened at $26.71 on Friday. Schwab US Small-Cap ETF has a 1 year low of $22.41 and a 1 year high of $28.57. The company’s 50 day simple moving average is $26.81 and its 200 day simple moving average is $25.95. The stock has a market capitalization of $9.31 billion, a PE 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.