Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Bought by Upper Left Wealth Management LLC

Upper Left Wealth Management LLC grew its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 101.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 189,704 shares of the company’s stock after purchasing an additional 95,693 shares during the period. Schwab US Small-Cap ETF makes up 4.2% of Upper Left Wealth Management LLC’s holdings, making the stock its 5th largest position. Upper Left Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $4,906,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of SCHA. Pacifica Partners Inc. increased its holdings in Schwab US Small-Cap ETF by 100.0% in the 4th quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock worth $26,000 after buying an additional 499 shares during the period. Massmutual Trust Co. FSB ADV acquired a new stake in shares of Schwab US Small-Cap ETF in the third quarter worth $30,000. MassMutual Private Wealth & Trust FSB increased its stake in shares of Schwab US Small-Cap ETF by 95.6% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 1,154 shares of the company’s stock worth $30,000 after acquiring an additional 564 shares during the period. Capital Performance Advisors LLP purchased a new position in shares of Schwab US Small-Cap ETF during the third quarter worth $33,000. Finally, Lowe Wealth Advisors LLC acquired a new position in Schwab US Small-Cap ETF during the fourth quarter valued at $35,000.

Schwab US Small-Cap ETF Stock Performance

Shares of SCHA opened at $26.96 on Friday. The company has a market capitalization of $9.40 billion, a P/E ratio of 14.51 and a beta of 1.19. The business’s 50-day moving average is $26.82 and its two-hundred day moving average is $25.95. Schwab US Small-Cap ETF has a fifty-two week low of $22.41 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.