Foster Victor Wealth Advisors LLC Invests $3.73 Million in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Foster Victor Wealth Advisors LLC acquired a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund acquired 140,400 shares of the company’s stock, valued at approximately $3,728,000.

Other institutional investors have also added to or reduced their stakes in the company. Massmutual Trust Co. FSB ADV purchased a new stake in shares of Schwab US Small-Cap ETF during the 3rd quarter valued at approximately $30,000. Capital Performance Advisors LLP purchased a new stake in shares of Schwab US Small-Cap ETF during the third quarter worth $33,000. Sound Income Strategies LLC boosted its holdings in shares of Schwab US Small-Cap ETF by 604.3% in the third quarter. Sound Income Strategies LLC now owns 824 shares of the company’s stock worth $42,000 after acquiring an additional 707 shares during the period. Pacifica Partners Inc. grew its position in shares of Schwab US Small-Cap ETF by 100.0% in the fourth quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock valued at $26,000 after purchasing an additional 499 shares in the last quarter. Finally, Westside Investment Management Inc. raised its stake in shares of Schwab US Small-Cap ETF by 186.7% during the 3rd quarter. Westside Investment Management Inc. now owns 1,124 shares of the company’s stock valued at $58,000 after purchasing an additional 732 shares during the period.

Schwab US Small-Cap ETF Stock Performance

Shares of SCHA opened at $26.73 on Wednesday. The stock has a market capitalization of $9.32 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a 52-week low of $22.41 and a 52-week high of $28.57. The stock’s 50-day simple moving average is $26.82 and its 200 day simple moving average is $25.94.

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.