Castle Wealth Management LLC Increases Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Castle Wealth Management LLC grew its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 100.0% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 10,974 shares of the company’s stock after buying an additional 5,487 shares during the quarter. Castle Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $284,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. McClarren Financial Advisors Inc. purchased a new position in shares of Schwab US Small-Cap ETF in the 4th quarter valued at about $25,000. Pacifica Partners Inc. boosted its stake in shares of Schwab US Small-Cap ETF by 100.0% in the 4th quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock valued at $26,000 after buying an additional 499 shares during the period. MassMutual Private Wealth & Trust FSB boosted its stake in shares of Schwab US Small-Cap ETF by 95.6% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 1,154 shares of the company’s stock valued at $30,000 after buying an additional 564 shares during the period. Atlantic Edge Private Wealth Management LLC boosted its stake in shares of Schwab US Small-Cap ETF by 100.0% in the 4th quarter. Atlantic Edge Private Wealth Management LLC now owns 1,230 shares of the company’s stock valued at $32,000 after buying an additional 615 shares during the period. Finally, Capital Performance Advisors LLP purchased a new position in shares of Schwab US Small-Cap ETF in the 3rd quarter valued at about $33,000.

Schwab US Small-Cap ETF Stock Performance

Shares of SCHA opened at $26.32 on Thursday. Schwab US Small-Cap ETF has a 1 year low of $22.53 and a 1 year high of $28.57. The stock has a market capitalization of $9.18 billion, a PE ratio of 14.51 and a beta of 1.19. The stock has a 50-day simple moving average of $26.58 and a 200-day simple moving average of $26.04.

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.