Carolina Wealth Advisors LLC lifted its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 80.2% during the 4th quarter, Holdings Channel.com reports. The firm owned 188,711 shares of the company’s stock after purchasing an additional 83,969 shares during the period. Schwab US Small-Cap ETF comprises 2.6% of Carolina Wealth Advisors LLC’s portfolio, making the stock its 17th largest holding. Carolina Wealth Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $4,880,000 as of its most recent filing with the SEC.
A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Empower Advisory Group LLC grew its stake in shares of Schwab US Small-Cap ETF by 2.9% during the third quarter. Empower Advisory Group LLC now owns 12,298,227 shares of the company’s stock valued at $633,359,000 after purchasing an additional 348,995 shares during the last quarter. International Assets Investment Management LLC raised its position in shares of Schwab US Small-Cap ETF by 489,456.8% during the third quarter. International Assets Investment Management LLC now owns 2,653,398 shares of the company’s stock worth $136,650,000 after acquiring an additional 2,652,856 shares during the last quarter. Cerity Partners LLC lifted its stake in shares of 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 acquiring an additional 321,166 shares during the period. Marcum Wealth LLC boosted its holdings in 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. Finally, Advisory Alpha LLC increased its position in Schwab US Small-Cap ETF by 3.4% in the second quarter. Advisory Alpha LLC now owns 2,091,432 shares of the company’s stock worth $99,242,000 after purchasing an additional 68,814 shares during the period.
Schwab US Small-Cap ETF Trading Up 1.9 %
Schwab US Small-Cap ETF stock opened at $26.31 on Thursday. The company has a market cap of $9.17 billion, a PE ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a 1 year low of $22.24 and a 1 year high of $28.57. The company’s 50-day moving average is $26.91 and its two-hundred day moving average is $25.74.
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.
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