Selective Wealth Management Inc. Raises Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Selective Wealth Management Inc. boosted its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 88.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 11,330 shares of the company’s stock after acquiring an additional 5,311 shares during the quarter. Selective Wealth Management Inc.’s holdings in Schwab US Small-Cap ETF were worth $293,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in SCHA. Empower Advisory Group LLC increased its position in shares of Schwab US Small-Cap ETF by 2.9% during the 3rd quarter. Empower Advisory Group LLC now owns 12,298,227 shares of the company’s stock worth $633,359,000 after purchasing an additional 348,995 shares during the last quarter. International Assets Investment Management LLC boosted its stake in Schwab US Small-Cap ETF by 489,456.8% during the third quarter. International Assets Investment Management LLC now owns 2,653,398 shares of the company’s stock worth $136,650,000 after buying an additional 2,652,856 shares during the period. Cerity Partners LLC increased its position in shares of Schwab US Small-Cap ETF by 16.6% during the third quarter. Cerity Partners LLC now owns 2,260,557 shares of the company’s stock valued at $116,419,000 after acquiring an additional 321,166 shares during the last quarter. Marcum Wealth LLC raised its stake 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 acquiring an additional 986,432 shares during the period. Finally, Advisory Alpha LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 3.4% in the 2nd quarter. Advisory Alpha LLC now owns 2,091,432 shares of the company’s stock worth $99,242,000 after acquiring an additional 68,814 shares during the last quarter.

Schwab US Small-Cap ETF Stock Performance

NYSEARCA:SCHA opened at $26.55 on Friday. Schwab US Small-Cap ETF has a fifty-two week low of $22.30 and a fifty-two week high of $28.57. The company has a 50 day moving average price of $26.87 and a 200 day moving average price of $25.76. The stock has a market capitalization of $9.26 billion, a P/E ratio of 14.51 and a beta of 1.19.

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.