ForthRight Wealth Management LLC Has $21.24 Million Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

ForthRight Wealth Management LLC lifted its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 103.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 821,140 shares of the company’s stock after acquiring an additional 417,610 shares during the quarter. Schwab US Small-Cap ETF makes up approximately 7.1% of ForthRight Wealth Management LLC’s portfolio, making the stock its 6th largest position. ForthRight Wealth Management LLC owned about 0.24% of Schwab US Small-Cap ETF worth $21,235,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. World Investment Advisors LLC increased its position in Schwab US Small-Cap ETF by 20.3% in the third quarter. World Investment Advisors LLC now owns 18,666 shares of the company’s stock worth $961,000 after buying an additional 3,147 shares during the last quarter. Sculati Wealth Management LLC increased its holdings in Schwab US Small-Cap ETF by 107.9% in the 3rd quarter. Sculati Wealth Management LLC now owns 116,663 shares of the company’s stock worth $5,744,000 after acquiring an additional 60,552 shares during the last quarter. Fulcrum Equity Management raised its stake in Schwab US Small-Cap ETF by 8.9% in the 3rd quarter. Fulcrum Equity Management now owns 19,115 shares of the company’s stock valued at $984,000 after acquiring an additional 1,559 shares during the period. Synovus Financial Corp lifted its holdings in Schwab US Small-Cap ETF by 80.7% during the third quarter. Synovus Financial Corp now owns 25,170 shares of the company’s stock valued at $1,296,000 after purchasing an additional 11,242 shares during the last quarter. Finally, Westside Investment Management Inc. boosted its position in Schwab US Small-Cap ETF by 186.7% during the third quarter. Westside Investment Management Inc. now owns 1,124 shares of the company’s stock worth $58,000 after purchasing an additional 732 shares during the period.

Schwab US Small-Cap ETF Stock Performance

Schwab US Small-Cap ETF stock opened at $27.04 on Wednesday. The stock has a market cap of $9.43 billion, a P/E ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a fifty-two week low of $22.41 and a fifty-two week high of $28.57. The firm’s fifty day moving average price is $26.84 and its 200-day moving average price is $25.82.

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.