Strategic Financial Concepts LLC Has $2.85 Million Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Strategic Financial Concepts LLC grew its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 147.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 110,281 shares of the company’s stock after purchasing an additional 65,780 shares during the quarter. Strategic Financial Concepts LLC’s holdings in Schwab US Small-Cap ETF were worth $2,852,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. Allworth Financial LP boosted its holdings in shares of Schwab US Small-Cap ETF by 178.6% during the 4th quarter. Allworth Financial LP now owns 126,452 shares of the company’s stock worth $3,400,000 after buying an additional 81,065 shares in the last quarter. Principal Securities Inc. lifted its position in shares of Schwab US Small-Cap ETF by 129.6% during the 4th quarter. Principal Securities Inc. now owns 19,299 shares of the company’s stock valued at $499,000 after acquiring an additional 10,895 shares during the period. Everhart Financial Group Inc. lifted its position in shares of Schwab US Small-Cap ETF by 59.0% during the 4th quarter. Everhart Financial Group Inc. now owns 78,991 shares of the company’s stock valued at $2,043,000 after acquiring an additional 29,316 shares during the period. Beacon Capital Management LLC grew its holdings in Schwab US Small-Cap ETF by 100.0% in the fourth quarter. Beacon Capital Management LLC now owns 1,252 shares of the company’s stock worth $32,000 after purchasing an additional 626 shares during the period. Finally, Bluestem Financial Advisors LLC increased its stake in Schwab US Small-Cap ETF by 100.0% in the fourth quarter. Bluestem Financial Advisors LLC now owns 19,542 shares of the company’s stock valued at $505,000 after purchasing an additional 9,772 shares in the last quarter.

Schwab US Small-Cap ETF Trading Down 0.1 %

Shares of NYSEARCA SCHA opened at $26.60 on Monday. The firm has a market capitalization of $9.27 billion, a P/E ratio of 14.51 and a beta of 1.19. The firm’s 50-day moving average price is $26.49 and its 200-day moving average price is $26.06. Schwab US Small-Cap ETF has a 1-year low of $22.53 and a 1-year high of $28.57.

About Schwab US Small-Cap ETF

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.