BOK Financial Private Wealth Inc. Buys 5,238 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

BOK Financial Private Wealth Inc. increased its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 162.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,453 shares of the company’s stock after purchasing an additional 5,238 shares during the period. BOK Financial Private Wealth Inc.’s holdings in Schwab US Small-Cap ETF were worth $219,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Empower Advisory Group LLC boosted its holdings in Schwab US Small-Cap ETF by 106.0% during the fourth quarter. Empower Advisory Group LLC now owns 25,335,420 shares of the company’s stock valued at $655,174,000 after purchasing an additional 13,037,193 shares in the last quarter. Advisory Alpha LLC boosted its holdings in Schwab US Small-Cap ETF by 96.0% during the fourth quarter. Advisory Alpha LLC now owns 4,232,965 shares of the company’s stock valued at $109,466,000 after purchasing an additional 2,073,546 shares in the last quarter. Cerity Partners LLC boosted its holdings in Schwab US Small-Cap ETF by 16.6% during the third quarter. Cerity Partners LLC now owns 2,260,557 shares of the company’s stock valued at $116,419,000 after purchasing an additional 321,166 shares in the last quarter. Strategic Financial Concepts LLC raised its stake in shares of Schwab US Small-Cap ETF by 4,867.1% in the fourth quarter. Strategic Financial Concepts LLC now owns 2,210,392 shares of the company’s stock valued at $57,161,000 after acquiring an additional 2,165,891 shares during the last quarter. Finally, Marcum Wealth LLC raised its stake in shares of Schwab US Small-Cap ETF by 89.1% in the fourth quarter. Marcum Wealth LLC now owns 2,092,926 shares of the company’s stock valued at $54,123,000 after acquiring an additional 986,432 shares during the last quarter.

Schwab US Small-Cap ETF Trading Up 0.4 %

NYSEARCA:SCHA opened at $24.22 on Monday. Schwab US Small-Cap ETF has a 1 year low of $22.53 and a 1 year high of $28.57. The firm has a 50 day moving average of $26.09 and a 200-day moving average of $26.17. The stock has a market capitalization of $17.00 billion, a P/E ratio of 17.66 and a beta of 1.19.

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.