BankPlus Wealth Management LLC Makes New $329,000 Investment in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

BankPlus Wealth Management LLC bought a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the fourth quarter, HoldingsChannel.com reports. The firm bought 12,706 shares of the company’s stock, valued at approximately $329,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Empower Advisory Group LLC lifted 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 valued at $633,359,000 after acquiring an additional 348,995 shares during the period. Advisory Alpha LLC lifted its position in Schwab US Small-Cap ETF by 96.0% during the fourth quarter. Advisory Alpha LLC now owns 4,232,965 shares of the company’s stock worth $109,466,000 after purchasing an additional 2,073,546 shares during the period. International Assets Investment Management LLC lifted its position 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 purchasing an additional 2,652,856 shares during the period. Cerity Partners LLC grew its stake in 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 worth $116,419,000 after buying an additional 321,166 shares in the last quarter. Finally, Marcum Wealth LLC increased its holdings in 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 buying an additional 986,432 shares during the period.

Schwab US Small-Cap ETF Trading Down 1.0 %

Shares of Schwab US Small-Cap ETF stock opened at $26.65 on Tuesday. The company has a market cap of $9.29 billion, a PE ratio of 14.51 and a beta of 1.19. The company has a 50 day moving average of $26.83 and a 200-day moving average of $25.91. Schwab US Small-Cap ETF has a 1-year low of $22.41 and a 1-year 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.