Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Acquired by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC lifted its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 78.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 55,586 shares of the company’s stock after purchasing an additional 24,482 shares during the period. Exencial Wealth Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $1,437,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. JFS Wealth Advisors LLC boosted its holdings in shares of Schwab US Small-Cap ETF by 80.6% during the 4th quarter. JFS Wealth Advisors LLC now owns 73,441 shares of the company’s stock worth $1,899,000 after purchasing an additional 32,779 shares during the last quarter. Principal Securities Inc. boosted its holdings in shares of Schwab US Small-Cap ETF by 129.6% during the 4th quarter. Principal Securities Inc. now owns 19,299 shares of the company’s stock worth $499,000 after purchasing an additional 10,895 shares during the last quarter. World Investment Advisors LLC lifted its holdings in Schwab US Small-Cap ETF by 20.3% in the third quarter. World Investment Advisors LLC now owns 18,666 shares of the company’s stock valued at $961,000 after acquiring an additional 3,147 shares during the last quarter. Sculati Wealth Management LLC lifted its holdings in Schwab US Small-Cap ETF by 107.9% in the third quarter. Sculati Wealth Management LLC now owns 116,663 shares of the company’s stock valued at $5,744,000 after acquiring an additional 60,552 shares during the last quarter. Finally, Fulcrum Equity Management lifted its holdings in Schwab US Small-Cap ETF by 8.9% in the third quarter. Fulcrum Equity Management now owns 19,115 shares of the company’s stock valued at $984,000 after acquiring an additional 1,559 shares during the last quarter.

Schwab US Small-Cap ETF Stock Performance

SCHA opened at $24.52 on Thursday. Schwab US Small-Cap ETF has a one year low of $22.53 and a one year high of $28.57. The stock has a market capitalization of $17.21 billion, a PE ratio of 17.66 and a beta of 1.19. The business’s 50 day moving average price is $26.17 and its 200 day moving average price is $26.17.

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.