FSM Wealth Advisors LLC Increases Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

FSM Wealth Advisors LLC boosted its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHAFree Report) by 118.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 29,849 shares of the company’s stock after buying an additional 16,165 shares during the quarter. FSM Wealth Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $789,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the business. MilWealth Group LLC grew its holdings in shares of Schwab US Small-Cap ETF by 100.0% during the fourth quarter. MilWealth Group LLC now owns 43,525 shares of the company’s stock worth $1,126,000 after buying an additional 21,762 shares during the last quarter. HHM Wealth Advisors LLC grew its position in shares of Schwab US Small-Cap ETF by 103.3% in the fourth quarter. HHM Wealth Advisors LLC now owns 444,827 shares of the company’s stock valued at $11,503,000 after purchasing an additional 226,054 shares during the period. Red Tortoise LLC raised its holdings in shares of Schwab US Small-Cap ETF by 91.2% in the 4th quarter. Red Tortoise LLC now owns 39,912 shares of the company’s stock worth $1,082,000 after purchasing an additional 19,038 shares during the period. CENTRAL TRUST Co lifted its stake in shares of Schwab US Small-Cap ETF by 100.0% during the fourth quarter. CENTRAL TRUST Co now owns 3,400 shares of the company’s stock worth $88,000 after purchasing an additional 1,700 shares in the last quarter. Finally, Valley National Advisers Inc. increased its stake in Schwab US Small-Cap ETF by 103.2% during the 4th quarter. Valley National Advisers Inc. now owns 180,924 shares of the company’s stock worth $4,678,000 after buying an additional 91,878 shares during the period.

Schwab US Small-Cap ETF Trading Down 0.9 %

Schwab US Small-Cap ETF stock opened at $26.71 on Monday. Schwab US Small-Cap ETF has a 52 week low of $22.41 and a 52 week high of $28.57. The stock has a 50 day moving average of $26.78 and a 200-day moving average of $25.96. The stock has a market cap of $9.31 billion, a P/E ratio of 14.51 and a beta of 1.19.

Schwab US Small-Cap ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab US Small-Cap ETF (NYSEARCA:SCHA)

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