Klingenstein Fields & Co. LP Acquires 547,538 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Klingenstein Fields & Co. LP lifted its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 82.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,211,020 shares of the company’s stock after acquiring an additional 547,538 shares during the period. Schwab US Small-Cap ETF accounts for approximately 1.3% of Klingenstein Fields & Co. LP’s holdings, making the stock its 27th biggest holding. Klingenstein Fields & Co. LP owned 0.35% of Schwab US Small-Cap ETF worth $31,317,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. Pine Valley Investments Ltd Liability Co lifted its holdings in shares of Schwab US Small-Cap ETF by 7.4% in the 3rd quarter. Pine Valley Investments Ltd Liability Co now owns 6,199 shares of the company’s stock valued at $319,000 after acquiring an additional 425 shares during the last quarter. Planning Directions Inc. raised its position in Schwab US Small-Cap ETF by 4.5% in the 3rd quarter. Planning Directions Inc. now owns 10,097 shares of the company’s stock worth $520,000 after purchasing an additional 437 shares during the period. Foster & Motley Inc. raised its position in Schwab US Small-Cap ETF by 7.7% in the 3rd quarter. Foster & Motley Inc. now owns 6,225 shares of the company’s stock worth $321,000 after purchasing an additional 443 shares during the period. Claro Advisors LLC raised its position in Schwab US Small-Cap ETF by 2.2% in the 3rd quarter. Claro Advisors LLC now owns 20,784 shares of the company’s stock worth $1,070,000 after purchasing an additional 454 shares during the period. Finally, DHJJ Financial Advisors Ltd. raised its position in Schwab US Small-Cap ETF by 0.7% in the 3rd quarter. DHJJ Financial Advisors Ltd. now owns 68,028 shares of the company’s stock worth $3,503,000 after purchasing an additional 460 shares during the period.

Schwab US Small-Cap ETF Price Performance

Schwab US Small-Cap ETF stock opened at $26.62 on Friday. Schwab US Small-Cap ETF has a 1-year low of $22.53 and a 1-year high of $28.57. The firm has a market capitalization of $9.28 billion, a P/E ratio of 14.51 and a beta of 1.19. The company’s 50-day moving average is $26.54 and its 200 day moving average is $26.04.

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.