Congress Wealth Management LLC DE Has $7.63 Million Stock Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Congress Wealth Management LLC DE grew its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 104.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 295,006 shares of the company’s stock after buying an additional 150,580 shares during the quarter. Congress Wealth Management LLC DE owned 0.08% of Schwab US Small-Cap ETF worth $7,629,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Empower Advisory Group LLC increased its holdings in Schwab US Small-Cap ETF by 106.0% during the 4th quarter. Empower Advisory Group LLC now owns 25,335,420 shares of the company’s stock worth $655,174,000 after purchasing an additional 13,037,193 shares in the last quarter. Sei Investments Co. grew its holdings in shares of Schwab US Small-Cap ETF by 87.9% during the fourth quarter. Sei Investments Co. now owns 13,755,837 shares of the company’s stock worth $355,726,000 after buying an additional 6,434,970 shares in the last quarter. Strategic Financial Concepts LLC raised its position in Schwab US Small-Cap ETF by 4,867.1% in the 4th quarter. Strategic Financial Concepts LLC now owns 2,210,392 shares of the company’s stock valued at $57,161,000 after buying an additional 2,165,891 shares during the last quarter. Advisory Alpha LLC boosted its position in 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 acquiring an additional 2,073,546 shares during the last quarter. Finally, Sims Investment Management LLC bought a new position in shares of Schwab US Small-Cap ETF during the 4th quarter worth approximately $36,556,000.

Schwab US Small-Cap ETF Stock Down 0.5 %

NYSEARCA SCHA opened at $24.40 on Wednesday. Schwab US Small-Cap ETF has a 12-month low of $22.53 and a 12-month high of $28.57. The firm’s 50 day moving average is $25.60 and its 200-day moving average is $26.06. The company has a market capitalization of $17.12 billion, a PE ratio of 16.27 and a beta of 1.21.

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.