Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Bought by Essex LLC

Essex LLC lifted its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 95.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 408,079 shares of the company’s stock after buying an additional 199,522 shares during the period. Schwab US Small-Cap ETF makes up approximately 2.2% of Essex LLC’s portfolio, making the stock its 11th largest position. Essex LLC’s holdings in Schwab US Small-Cap ETF were worth $10,553,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in SCHA. Empower Advisory Group LLC boosted its stake in Schwab US Small-Cap ETF by 2.9% during the third quarter. Empower Advisory Group LLC now owns 12,298,227 shares of the company’s stock worth $633,359,000 after buying an additional 348,995 shares during the period. Advisory Alpha LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 96.0% in the 4th quarter. Advisory Alpha LLC now owns 4,232,965 shares of the company’s stock worth $109,466,000 after acquiring an additional 2,073,546 shares during the last quarter. International Assets Investment Management LLC boosted its position in shares of Schwab US Small-Cap ETF by 489,456.8% during the 3rd quarter. International Assets Investment Management LLC now owns 2,653,398 shares of the company’s stock worth $136,650,000 after purchasing an additional 2,652,856 shares during the period. Cerity Partners LLC increased its holdings in Schwab US Small-Cap ETF by 16.6% in the 3rd quarter. Cerity Partners LLC now owns 2,260,557 shares of the company’s stock valued at $116,419,000 after purchasing an additional 321,166 shares during the last quarter. Finally, Strategic Financial Concepts LLC raised its position in Schwab US Small-Cap ETF by 4,867.1% in the fourth quarter. Strategic Financial Concepts LLC now owns 2,210,392 shares of the company’s stock valued at $57,161,000 after purchasing an additional 2,165,891 shares during the period.

Schwab US Small-Cap ETF Stock Down 1.0 %

SCHA opened at $26.64 on Friday. Schwab US Small-Cap ETF has a 52 week low of $22.53 and a 52 week high of $28.57. The business has a fifty day simple moving average of $26.64 and a 200-day simple moving average of $26.01. The firm has a market cap of $9.29 billion, a P/E ratio of 14.51 and a beta of 1.19.

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.