Geometric Wealth Advisors Grows Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Geometric Wealth Advisors raised its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 132.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,933 shares of the company’s stock after purchasing an additional 9,662 shares during the period. Geometric Wealth Advisors’ holdings in Schwab US Small-Cap ETF were worth $438,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. QRG Capital Management Inc. lifted its holdings in shares of Schwab US Small-Cap ETF by 48.0% during the 3rd quarter. QRG Capital Management Inc. now owns 7,272 shares of the company’s stock worth $375,000 after acquiring an additional 2,360 shares during the period. Capital Performance Advisors LLP purchased a new position in shares of Schwab US Small-Cap ETF during the 3rd quarter worth about $33,000. CWA Asset Management Group LLC purchased a new position in shares of Schwab US Small-Cap ETF during the 3rd quarter worth about $779,000. Verdence Capital Advisors LLC purchased a new position in shares of Schwab US Small-Cap ETF during the 3rd quarter worth about $213,000. Finally, Atria Investments Inc lifted its holdings in shares of Schwab US Small-Cap ETF by 45.5% during the 3rd quarter. Atria Investments Inc now owns 109,259 shares of the company’s stock worth $5,627,000 after acquiring an additional 34,150 shares during the period.

Schwab US Small-Cap ETF Price Performance

Shares of SCHA stock opened at $23.54 on Tuesday. The firm has a market cap of $16.52 billion, a P/E ratio of 17.66 and a beta of 1.19. Schwab US Small-Cap ETF has a 1-year low of $22.53 and a 1-year high of $28.57. The firm’s 50-day simple moving average is $26.04 and its 200-day simple moving average is $26.16.

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.