Private Client Services LLC Has $269,000 Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Private Client Services LLC lifted its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 100.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,419 shares of the company’s stock after purchasing an additional 5,220 shares during the period. Private Client Services LLC’s holdings in Schwab US Small-Cap ETF were worth $269,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the stock. Worth Asset Management LLC increased its stake in shares of Schwab US Small-Cap ETF by 119.0% in the 4th quarter. Worth Asset Management LLC now owns 19,113 shares of the company’s stock valued at $494,000 after buying an additional 10,384 shares during the period. Collective Family Office LLC boosted its holdings in Schwab US Small-Cap ETF by 79.6% in the fourth quarter. Collective Family Office LLC now owns 42,256 shares of the company’s stock valued at $1,093,000 after acquiring an additional 18,722 shares during the last quarter. Moller Wealth Partners increased its position in Schwab US Small-Cap ETF by 78.9% in the fourth quarter. Moller Wealth Partners now owns 76,116 shares of the company’s stock worth $1,968,000 after purchasing an additional 33,561 shares during the period. Bangor Savings Bank raised its holdings in Schwab US Small-Cap ETF by 99.9% during the 4th quarter. Bangor Savings Bank now owns 635,493 shares of the company’s stock worth $16,434,000 after purchasing an additional 317,629 shares during the last quarter. Finally, Horizons Wealth Management lifted its position in Schwab US Small-Cap ETF by 100.0% during the 4th quarter. Horizons Wealth Management now owns 8,346 shares of the company’s stock valued at $216,000 after purchasing an additional 4,173 shares during the period.

Schwab US Small-Cap ETF Price Performance

Shares of NYSEARCA SCHA traded down $0.07 during mid-day trading on Wednesday, hitting $26.00. The company’s stock had a trading volume of 916,800 shares, compared to its average volume of 1,670,909. Schwab US Small-Cap ETF has a one year low of $22.24 and a one year high of $28.57. The company’s fifty day simple moving average is $26.94 and its 200-day simple moving average is $25.66. The stock has a market cap of $9.06 billion, a price-to-earnings 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.