Congress Wealth Management LLC DE Buys 150,580 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Congress Wealth Management LLC DE lifted its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 104.3% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 295,006 shares of the company’s stock after acquiring an additional 150,580 shares during the period. Congress Wealth Management LLC DE’s holdings in Schwab US Small-Cap ETF were worth $7,629,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Empower Advisory Group LLC increased its stake in shares of 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 during the last quarter. Sei Investments Co. grew its holdings in 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 purchasing an additional 6,434,970 shares during the period. Strategic Financial Concepts LLC increased its position in Schwab US Small-Cap ETF by 4,867.1% during the fourth quarter. Strategic Financial Concepts LLC now owns 2,210,392 shares of the company’s stock worth $57,161,000 after buying an additional 2,165,891 shares during the last quarter. Advisory Alpha LLC raised its stake in Schwab US Small-Cap ETF by 96.0% in the fourth quarter. Advisory Alpha LLC now owns 4,232,965 shares of the company’s stock valued at $109,466,000 after buying an additional 2,073,546 shares during the period. Finally, Sims Investment Management LLC acquired a new stake in shares of Schwab US Small-Cap ETF in the fourth quarter valued at approximately $36,556,000.

Schwab US Small-Cap ETF Trading Down 0.5 %

SCHA stock opened at $24.40 on Wednesday. Schwab US Small-Cap ETF has a 1-year low of $22.53 and a 1-year high of $28.57. The business’s 50 day simple moving average is $25.60 and its 200 day simple moving average is $26.06. The firm 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 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.