Grimes & Company Inc. Has $1.83 Million Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Grimes & Company Inc. boosted its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 100.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 70,596 shares of the company’s stock after buying an additional 35,358 shares during the period. Grimes & Company Inc.’s holdings in Schwab US Small-Cap ETF were worth $1,826,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. International Assets Investment Management LLC grew its position in Schwab US Small-Cap ETF by 489,456.8% in the third quarter. International Assets Investment Management LLC now owns 2,653,398 shares of the company’s stock valued at $136,650,000 after acquiring an additional 2,652,856 shares during the period. Advisory Alpha LLC increased its position in shares of Schwab US Small-Cap ETF by 96.0% during the 4th quarter. Advisory Alpha LLC now owns 4,232,965 shares of the company’s stock worth $109,466,000 after purchasing an additional 2,073,546 shares in the last quarter. Marcum Wealth LLC lifted its holdings in Schwab US Small-Cap ETF by 89.1% during the 4th quarter. Marcum Wealth LLC now owns 2,092,926 shares of the company’s stock valued at $54,123,000 after purchasing an additional 986,432 shares during the last quarter. Gemmer Asset Management LLC boosted its position in Schwab US Small-Cap ETF by 97.7% in the fourth quarter. Gemmer Asset Management LLC now owns 1,341,613 shares of the company’s stock valued at $34,694,000 after buying an additional 663,149 shares in the last quarter. Finally, Legacy Wealth Management Inc grew its stake in Schwab US Small-Cap ETF by 96.0% during the fourth quarter. Legacy Wealth Management Inc now owns 1,079,434 shares of the company’s stock worth $27,914,000 after buying an additional 528,836 shares during the last quarter.

Schwab US Small-Cap ETF Trading Down 0.2 %

NYSEARCA:SCHA opened at $26.92 on Friday. The stock has a market capitalization of $9.38 billion, a P/E ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a 1 year low of $22.41 and a 1 year high of $28.57. The firm has a 50 day moving average of $26.83 and a 200-day moving average of $25.90.

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.