Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Acquired by Roberts Wealth Advisors LLC

Roberts Wealth Advisors LLC grew its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 100.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 37,136 shares of the company’s stock after purchasing an additional 18,618 shares during the period. Roberts Wealth Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $977,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Pacifica Partners Inc. raised its holdings in Schwab US Small-Cap ETF by 100.0% during the 4th quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock worth $26,000 after buying an additional 499 shares during the period. Massmutual Trust Co. FSB ADV purchased a new position in shares of Schwab US Small-Cap ETF in the third quarter worth approximately $30,000. MassMutual Private Wealth & Trust FSB raised its holdings in shares of Schwab US Small-Cap ETF by 95.6% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 1,154 shares of the company’s stock valued at $30,000 after acquiring an additional 564 shares during the period. Capital Performance Advisors LLP purchased a new stake in shares of Schwab US Small-Cap ETF in the 3rd quarter valued at approximately $33,000. Finally, Lowe Wealth Advisors LLC purchased a new stake in shares of Schwab US Small-Cap ETF in the 4th quarter valued at approximately $35,000.

Schwab US Small-Cap ETF Stock Performance

NYSEARCA SCHA opened at $27.04 on Wednesday. The firm’s 50 day moving average price is $26.84 and its two-hundred day moving average price is $25.82. Schwab US Small-Cap ETF has a twelve month low of $22.41 and a twelve month high of $28.57. The stock has a market cap of $9.43 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19.

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.