Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Acquired by Heartwood Wealth Advisors LLC

Heartwood Wealth Advisors LLC increased its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 100.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,432 shares of the company’s stock after buying an additional 5,216 shares during the quarter. Heartwood Wealth Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $270,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Sculati Wealth Management LLC raised its position in Schwab US Small-Cap ETF by 107.9% during the 3rd quarter. Sculati Wealth Management LLC now owns 116,663 shares of the company’s stock worth $5,744,000 after buying an additional 60,552 shares during the last quarter. World Investment Advisors LLC increased its stake in shares of Schwab US Small-Cap ETF by 20.3% in the third quarter. World Investment Advisors LLC now owns 18,666 shares of the company’s stock worth $961,000 after acquiring an additional 3,147 shares during the period. Fulcrum Equity Management raised its holdings in shares of Schwab US Small-Cap ETF by 8.9% during the third quarter. Fulcrum Equity Management now owns 19,115 shares of the company’s stock worth $984,000 after purchasing an additional 1,559 shares during the last quarter. Westside Investment Management Inc. lifted its position in Schwab US Small-Cap ETF by 186.7% during the third quarter. Westside Investment Management Inc. now owns 1,124 shares of the company’s stock valued at $58,000 after purchasing an additional 732 shares during the period. Finally, Synovus Financial Corp lifted its position in Schwab US Small-Cap ETF by 80.7% during the third quarter. Synovus Financial Corp now owns 25,170 shares of the company’s stock valued at $1,296,000 after purchasing an additional 11,242 shares during the period.

Schwab US Small-Cap ETF Trading Down 2.0 %

SCHA traded down $0.51 during midday trading on Friday, hitting $25.46. 1,991,313 shares of the company were exchanged, compared to its average volume of 1,778,558. The firm has a market capitalization of $8.88 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19. The company’s 50 day simple moving average is $26.95 and its 200 day simple moving average is $25.66. Schwab US Small-Cap ETF has a 1-year low of $22.24 and a 1-year high of $28.57.

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.