Schwab US Small-Cap ETF (NYSEARCA:SCHA) is Dodds Wealth LLC’s 10th Largest Position

Dodds Wealth LLC lifted its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 3.6% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 243,378 shares of the company’s stock after acquiring an additional 8,397 shares during the period. Schwab US Small-Cap ETF accounts for approximately 2.1% of Dodds Wealth LLC’s portfolio, making the stock its 10th biggest position. Dodds Wealth LLC’s holdings in Schwab US Small-Cap ETF were worth $6,544,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. International Assets Investment Management LLC increased its position in 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 purchasing an additional 2,652,856 shares during the last quarter. Strategic Financial Concepts LLC increased its holdings in shares of Schwab US Small-Cap ETF by 4,867.1% during the 4th quarter. Strategic Financial Concepts LLC now owns 2,210,392 shares of the company’s stock worth $57,161,000 after buying an additional 2,165,891 shares during the last quarter. Advisory Alpha LLC raised its position in shares of Schwab US Small-Cap ETF by 96.0% during the 4th quarter. Advisory Alpha LLC now owns 4,232,965 shares of the company’s stock valued at $109,466,000 after buying an additional 2,073,546 shares during the period. Marcum Wealth LLC lifted 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, White & Co Financial Planning Inc purchased a new position in Schwab US Small-Cap ETF in the fourth quarter worth approximately $18,042,000.

Schwab US Small-Cap ETF Stock Down 1.0 %

NYSEARCA:SCHA opened at $26.64 on Friday. Schwab US Small-Cap ETF has a 52 week low of $22.53 and a 52 week high of $28.57. The stock’s fifty day moving average is $26.67 and its two-hundred day moving average is $26.00. The company has a market capitalization of $9.29 billion, a P/E 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.