Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Acquired by Holistic Financial Partners

Holistic Financial Partners lifted its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 100.1% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 12,931 shares of the company’s stock after purchasing an additional 6,470 shares during the quarter. Holistic Financial Partners’ holdings in Schwab US Small-Cap ETF were worth $334,000 as of its most recent filing with the SEC.

A number of other large investors have also recently made changes to their positions in SCHA. Empower Advisory Group LLC increased its stake in shares of Schwab US Small-Cap ETF by 106.0% during the fourth quarter. Empower Advisory Group LLC now owns 25,335,420 shares of the company’s stock worth $655,174,000 after buying an additional 13,037,193 shares during the period. Strategic Financial Concepts LLC increased its stake in shares of Schwab US Small-Cap ETF by 4,867.1% during the fourth quarter. Strategic Financial Concepts LLC now owns 2,210,392 shares of the company’s stock worth $57,161,000 after buying an additional 2,165,891 shares during the period. Advisory Alpha LLC increased its stake in shares of 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 buying an additional 2,073,546 shares during the period. Marcum Wealth LLC increased its stake in shares of Schwab US Small-Cap ETF by 89.1% during the fourth quarter. Marcum Wealth LLC now owns 2,092,926 shares of the company’s stock worth $54,123,000 after buying an additional 986,432 shares during the period. Finally, Savant Capital LLC increased its stake in shares of Schwab US Small-Cap ETF by 84.1% during the fourth quarter. Savant Capital LLC now owns 1,886,204 shares of the company’s stock worth $48,777,000 after buying an additional 861,788 shares during the period.

Schwab US Small-Cap ETF Stock Performance

SCHA stock opened at $25.61 on Monday. The company’s 50 day moving average price is $26.38 and its 200 day moving average price is $26.14. Schwab US Small-Cap ETF has a fifty-two week low of $22.53 and a fifty-two week high of $28.57. The firm has a market capitalization of $17.97 billion, a price-to-earnings ratio of 17.66 and a beta of 1.19.

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.