Litman Gregory Wealth Management LLC Raises Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Litman Gregory Wealth Management LLC raised its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 100.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 36,638 shares of the company’s stock after purchasing an additional 18,319 shares during the period. Litman Gregory Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $947,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of SCHA. Pacifica Partners Inc. increased its holdings in Schwab US Small-Cap ETF by 100.0% in the fourth quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock valued at $26,000 after buying an additional 499 shares during the last quarter. Massmutual Trust Co. FSB ADV purchased a new position in shares of Schwab US Small-Cap ETF in the 3rd quarter valued at about $30,000. MassMutual Private Wealth & Trust FSB raised its position in shares of Schwab US Small-Cap ETF by 95.6% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 1,154 shares of the company’s stock worth $30,000 after acquiring an additional 564 shares in the last quarter. Capital Performance Advisors LLP purchased a new stake in Schwab US Small-Cap ETF during the third quarter worth approximately $33,000. Finally, Hamilton Point Investment Advisors LLC boosted its holdings in Schwab US Small-Cap ETF by 143.0% in the fourth quarter. Hamilton Point Investment Advisors LLC now owns 1,293 shares of the company’s stock valued at $33,000 after purchasing an additional 761 shares in the last quarter.

Schwab US Small-Cap ETF Trading Down 0.9 %

SCHA stock opened at $26.71 on Friday. The stock has a market cap of $9.31 billion, a P/E ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a twelve month low of $22.41 and a twelve month high of $28.57. The company’s 50 day moving average is $26.81 and its two-hundred day moving average is $25.95.

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.