Carret Asset Management LLC Purchases 16,493 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Carret Asset Management LLC increased its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 191.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,111 shares of the company’s stock after acquiring an additional 16,493 shares during the quarter. Carret Asset Management LLC’s holdings in Schwab US Small-Cap ETF were worth $649,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of SCHA. Pine Valley Investments Ltd Liability Co increased its stake in Schwab US Small-Cap ETF by 7.4% during the 3rd quarter. Pine Valley Investments Ltd Liability Co now owns 6,199 shares of the company’s stock valued at $319,000 after purchasing an additional 425 shares in the last quarter. Planning Directions Inc. increased its stake in Schwab US Small-Cap ETF by 4.5% during the 3rd quarter. Planning Directions Inc. now owns 10,097 shares of the company’s stock valued at $520,000 after purchasing an additional 437 shares in the last quarter. Claro Advisors LLC increased its stake in Schwab US Small-Cap ETF by 2.2% during the 3rd quarter. Claro Advisors LLC now owns 20,784 shares of the company’s stock valued at $1,070,000 after purchasing an additional 454 shares in the last quarter. TD Capital Management LLC increased its stake in Schwab US Small-Cap ETF by 100.4% during the 4th quarter. TD Capital Management LLC now owns 958 shares of the company’s stock valued at $25,000 after purchasing an additional 480 shares in the last quarter. Finally, Pacifica Partners Inc. increased its stake 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 valued at $26,000 after purchasing an additional 499 shares in the last quarter.

Schwab US Small-Cap ETF Price Performance

SCHA stock opened at $23.74 on Friday. The firm’s fifty day simple moving average is $25.85 and its 200-day simple moving average is $26.09. The company has a market capitalization of $16.65 billion, a P/E ratio of 16.27 and a beta of 1.21. Schwab US Small-Cap ETF has a 12 month low of $22.53 and a 12 month 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.