Schwab US Small-Cap ETF (NYSEARCA:SCHA) Position Boosted by Oakwell Private Wealth Management LLC

Oakwell Private Wealth Management LLC lifted its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 99.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 64,045 shares of the company’s stock after purchasing an additional 32,007 shares during the quarter. Schwab US Small-Cap ETF accounts for 0.5% of Oakwell Private Wealth Management LLC’s portfolio, making the stock its 24th largest position. Oakwell Private Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $1,656,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the stock. McClarren Financial Advisors Inc. bought a new stake in Schwab US Small-Cap ETF in the fourth quarter worth approximately $25,000. Pacifica Partners Inc. raised its holdings in Schwab US Small-Cap ETF by 100.0% during the fourth quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock valued at $26,000 after buying an additional 499 shares in the last quarter. MassMutual Private Wealth & Trust FSB lifted its position in shares of Schwab US Small-Cap ETF by 95.6% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 1,154 shares of the company’s stock worth $30,000 after buying an additional 564 shares during the last quarter. Atlantic Edge Private Wealth Management LLC lifted its position in shares of Schwab US Small-Cap ETF by 100.0% in the fourth quarter. Atlantic Edge Private Wealth Management LLC now owns 1,230 shares of the company’s stock worth $32,000 after buying an additional 615 shares during the last quarter. Finally, Beacon Capital Management LLC boosted its stake in shares of Schwab US Small-Cap ETF by 100.0% during the 4th quarter. Beacon Capital Management LLC now owns 1,252 shares of the company’s stock worth $32,000 after acquiring an additional 626 shares in the last quarter.

Schwab US Small-Cap ETF Stock Performance

Shares of NYSEARCA SCHA opened at $25.35 on Wednesday. The business’s 50-day simple moving average is $26.31 and its 200-day simple moving average is $26.16. Schwab US Small-Cap ETF has a 52 week low of $22.53 and a 52 week high of $28.57. The firm has a market cap of $17.79 billion, a price-to-earnings ratio of 17.66 and a beta of 1.19.

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.