Schwab US Small-Cap ETF (NYSEARCA:SCHA) is FIDELIS iM LLC’s 5th Largest Position

FIDELIS iM LLC lifted its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 81.9% during the fourth quarter, Holdings Channel reports. The institutional investor owned 764,326 shares of the company’s stock after purchasing an additional 344,029 shares during the quarter. Schwab US Small-Cap ETF comprises 7.4% of FIDELIS iM LLC’s investment portfolio, making the stock its 5th biggest holding. FIDELIS iM LLC’s holdings in Schwab US Small-Cap ETF were worth $19,765,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Massmutual Trust Co. FSB ADV purchased a new stake in shares of Schwab US Small-Cap ETF during the 3rd quarter worth approximately $30,000. Capital Performance Advisors LLP acquired a new position in Schwab US Small-Cap ETF during the third quarter worth $33,000. Sound Income Strategies LLC raised its holdings in Schwab US Small-Cap ETF by 604.3% during the third quarter. Sound Income Strategies LLC now owns 824 shares of the company’s stock worth $42,000 after purchasing an additional 707 shares during the last quarter. Pacifica Partners Inc. boosted its position in Schwab US Small-Cap ETF by 100.0% during the fourth quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock worth $26,000 after purchasing an additional 499 shares in the last quarter. Finally, EverSource Wealth Advisors LLC grew its holdings in Schwab US Small-Cap ETF by 367.2% in the second quarter. EverSource Wealth Advisors LLC now owns 1,112 shares of the company’s stock valued at $57,000 after purchasing an additional 874 shares during the last quarter.

Schwab US Small-Cap ETF Stock Down 0.2 %

Shares of SCHA stock opened at $26.92 on Friday. Schwab US Small-Cap ETF has a fifty-two week low of $22.41 and a fifty-two week high of $28.57. The business has a fifty day simple moving average of $26.83 and a 200-day simple moving average of $25.90. The stock has a market cap of $9.38 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.