Curio Wealth LLC Invests $284,000 in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Curio Wealth LLC acquired a new position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the fourth quarter, Holdings Channel reports. The institutional investor acquired 10,996 shares of the company’s stock, valued at approximately $284,000.

A number of other large investors have also modified their holdings of the stock. Pine Valley Investments Ltd Liability Co increased its position in shares of Schwab US Small-Cap ETF by 7.4% during the third quarter. Pine Valley Investments Ltd Liability Co now owns 6,199 shares of the company’s stock worth $319,000 after acquiring an additional 425 shares during the period. Planning Directions Inc. increased its position in shares of Schwab US Small-Cap ETF by 4.5% during the third quarter. Planning Directions Inc. now owns 10,097 shares of the company’s stock worth $520,000 after acquiring an additional 437 shares during the period. Claro Advisors LLC increased its position in shares of Schwab US Small-Cap ETF by 2.2% during the third quarter. Claro Advisors LLC now owns 20,784 shares of the company’s stock worth $1,070,000 after acquiring an additional 454 shares during the period. Cassady Schiller Wealth Management LLC increased its position in shares of Schwab US Small-Cap ETF by 77.0% in the 4th quarter. Cassady Schiller Wealth Management LLC now owns 1,055 shares of the company’s stock valued at $27,000 after purchasing an additional 459 shares during the last quarter. Finally, TD Capital Management LLC increased its position in shares of Schwab US Small-Cap ETF by 100.4% in the 4th quarter. TD Capital Management LLC now owns 958 shares of the company’s stock valued at $25,000 after purchasing an additional 480 shares during the last quarter.

Schwab US Small-Cap ETF Trading Up 2.5 %

Shares of NYSEARCA:SCHA opened at $23.74 on Monday. Schwab US Small-Cap ETF has a 52 week low of $22.53 and a 52 week high of $28.57. The company’s 50 day moving average is $25.85 and its two-hundred day moving average is $26.11. The company has a market cap of $16.65 billion, a PE ratio of 16.27 and a beta of 1.21.

About Schwab US Small-Cap ETF

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.