Marcum Wealth LLC Has $54.12 Million Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Marcum Wealth LLC boosted its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 89.1% during the fourth quarter, Holdings Channel reports. The firm owned 2,092,926 shares of the company’s stock after purchasing an additional 986,432 shares during the quarter. Schwab US Small-Cap ETF comprises about 4.7% of Marcum Wealth LLC’s holdings, making the stock its 4th biggest position. Marcum Wealth LLC’s holdings in Schwab US Small-Cap ETF were worth $54,123,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in SCHA. Massmutual Trust Co. FSB ADV bought a new stake in shares of Schwab US Small-Cap ETF during the 3rd quarter valued at about $30,000. Capital Performance Advisors LLP purchased a new position in shares of Schwab US Small-Cap ETF in the third quarter worth approximately $33,000. Sound Income Strategies LLC grew its position 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 valued at $42,000 after buying an additional 707 shares during the period. EverSource Wealth Advisors LLC increased its holdings in Schwab US Small-Cap ETF by 367.2% during the second quarter. EverSource Wealth Advisors LLC now owns 1,112 shares of the company’s stock valued at $57,000 after buying an additional 874 shares during the last quarter. Finally, Westside Investment Management Inc. raised its position in Schwab US Small-Cap ETF by 186.7% in the third quarter. Westside Investment Management Inc. now owns 1,124 shares of the company’s stock worth $58,000 after acquiring an additional 732 shares during the period.

Schwab US Small-Cap ETF Price Performance

Shares of Schwab US Small-Cap ETF stock opened at $25.55 on Tuesday. Schwab US Small-Cap ETF has a 1-year low of $22.24 and a 1-year high of $28.57. The company’s fifty day simple moving average is $26.94 and its 200-day simple moving average is $25.72. The stock has a market capitalization of $8.91 billion, a PE 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.