Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Acquired by Embree Financial Group

Embree Financial Group lifted its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 101.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 158,672 shares of the company’s stock after purchasing an additional 79,798 shares during the quarter. Schwab US Small-Cap ETF comprises about 0.7% of Embree Financial Group’s portfolio, making the stock its 29th biggest position. Embree Financial Group’s holdings in Schwab US Small-Cap ETF were worth $4,103,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Crescent Grove Advisors LLC raised its stake in Schwab US Small-Cap ETF by 99.8% in the fourth quarter. Crescent Grove Advisors LLC now owns 30,928 shares of the company’s stock valued at $800,000 after buying an additional 15,450 shares during the last quarter. Jamison Private Wealth Management Inc. increased its holdings in shares of Schwab US Small-Cap ETF by 110.1% during the fourth quarter. Jamison Private Wealth Management Inc. now owns 9,597 shares of the company’s stock valued at $248,000 after acquiring an additional 5,030 shares in the last quarter. Alpha Financial Advisors LLC raised its position in shares of Schwab US Small-Cap ETF by 100.0% in the 4th quarter. Alpha Financial Advisors LLC now owns 10,974 shares of the company’s stock valued at $284,000 after purchasing an additional 5,487 shares during the last quarter. Juncture Wealth Strategies LLC raised its holdings in shares of Schwab US Small-Cap ETF by 96.4% in the fourth quarter. Juncture Wealth Strategies LLC now owns 144,518 shares of the company’s stock worth $3,737,000 after buying an additional 70,924 shares during the last quarter. Finally, Stewardship Advisors LLC lifted its stake in shares of Schwab US Small-Cap ETF by 136.1% during the fourth quarter. Stewardship Advisors LLC now owns 15,186 shares of the company’s stock worth $393,000 after buying an additional 8,755 shares during the period.

Schwab US Small-Cap ETF Stock Performance

Schwab US Small-Cap ETF stock opened at $26.92 on Friday. The business’s 50-day simple moving average is $26.83 and its two-hundred day simple moving average is $25.90. The company has a market cap of $9.38 billion, a PE ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a fifty-two week low of $22.41 and a fifty-two week 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.