Concurrent Investment Advisors LLC Boosts Stock Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Concurrent Investment Advisors LLC lifted its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 101.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 37,996 shares of the company’s stock after purchasing an additional 19,123 shares during the period. Concurrent Investment Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $983,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Empower Advisory Group LLC boosted its stake in shares of Schwab US Small-Cap ETF by 106.0% in the 4th quarter. Empower Advisory Group LLC now owns 25,335,420 shares of the company’s stock valued at $655,174,000 after buying an additional 13,037,193 shares during the period. International Assets Investment Management LLC raised its holdings in Schwab US Small-Cap ETF by 489,456.8% in the third quarter. International Assets Investment Management LLC now owns 2,653,398 shares of the company’s stock valued at $136,650,000 after acquiring an additional 2,652,856 shares in the last quarter. Strategic Financial Concepts LLC lifted its stake 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 worth $57,161,000 after acquiring an additional 2,165,891 shares during the last quarter. Advisory Alpha LLC grew its holdings 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 in the last quarter. Finally, Marcum Wealth LLC raised its holdings in shares of Schwab US Small-Cap ETF by 89.1% in the 4th quarter. Marcum Wealth LLC now owns 2,092,926 shares of the company’s stock valued at $54,123,000 after purchasing an additional 986,432 shares in the last quarter.

Schwab US Small-Cap ETF Trading Down 2.7 %

Schwab US Small-Cap ETF stock opened at $25.61 on Friday. The company has a fifty day simple moving average of $26.38 and a 200-day simple moving average of $26.11. The stock has a market cap of $17.97 billion, a P/E ratio of 17.66 and a beta of 1.19. Schwab US Small-Cap ETF has a 12-month low of $22.53 and a 12-month high of $28.57.

Schwab US Small-Cap ETF Company 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.