Simplicity Wealth LLC Has $235,000 Stock Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Simplicity Wealth LLC increased its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 89.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 9,105 shares of the company’s stock after buying an additional 4,304 shares during the period. Simplicity Wealth LLC’s holdings in Schwab US Small-Cap ETF were worth $235,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the company. Bell Investment Advisors Inc boosted its holdings in shares of Schwab US Small-Cap ETF by 102.0% during the 4th quarter. Bell Investment Advisors Inc now owns 258,315 shares of the company’s stock worth $6,680,000 after buying an additional 130,436 shares during the period. BOK Financial Private Wealth Inc. boosted its holdings in Schwab US Small-Cap ETF by 162.9% in the 4th quarter. BOK Financial Private Wealth Inc. now owns 8,453 shares of the company’s stock valued at $219,000 after purchasing an additional 5,238 shares during the period. Coordinated Financial Services Inc. bought a new stake in Schwab US Small-Cap ETF in the 4th quarter valued at $214,000. Strategic Equity Management boosted its holdings in Schwab US Small-Cap ETF by 49.7% in the 4th quarter. Strategic Equity Management now owns 45,123 shares of the company’s stock valued at $1,167,000 after purchasing an additional 14,977 shares during the period. Finally, Dorsey & Whitney Trust CO LLC boosted its holdings in Schwab US Small-Cap ETF by 100.0% in the 4th quarter. Dorsey & Whitney Trust CO LLC now owns 35,600 shares of the company’s stock valued at $921,000 after purchasing an additional 17,800 shares during the period.

Schwab US Small-Cap ETF Price Performance

Shares of Schwab US Small-Cap ETF stock opened at $23.50 on Wednesday. Schwab US Small-Cap ETF has a fifty-two week low of $22.53 and a fifty-two week high of $28.57. The firm has a fifty day moving average price of $26.00 and a two-hundred day moving average price of $26.15. The company has a market cap of $16.48 billion, a PE ratio of 16.27 and a beta of 1.21.

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.