Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Bought by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC increased its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 101.3% in the 4th quarter, Holdings Channel reports. The firm owned 37,996 shares of the company’s stock after buying an additional 19,123 shares during the period. Concurrent Investment Advisors LLC’s holdings in Schwab US Small-Cap ETF were worth $983,000 as of its most recent filing with the SEC.

Other large investors have also modified their holdings of the company. Capital Performance Advisors LLP acquired a new position in Schwab US Small-Cap ETF in the third quarter valued at $33,000. McClarren Financial Advisors Inc. purchased a new stake in Schwab US Small-Cap ETF during the 4th quarter valued at approximately $25,000. Pacifica Partners Inc. lifted its position in Schwab US Small-Cap ETF by 100.0% during the 4th quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock worth $26,000 after acquiring an additional 499 shares during the period. Westside Investment Management Inc. lifted its position in 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 worth $58,000 after acquiring an additional 732 shares during the period. Finally, MassMutual Private Wealth & Trust FSB grew its stake in shares of Schwab US Small-Cap ETF by 95.6% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 1,154 shares of the company’s stock valued at $30,000 after purchasing an additional 564 shares during the last quarter.

Schwab US Small-Cap ETF Price Performance

Schwab US Small-Cap ETF stock opened at $25.61 on Friday. The business has a 50 day simple moving average of $26.38 and a 200-day simple moving average of $26.11. Schwab US Small-Cap ETF has a 12 month low of $22.53 and a 12 month high of $28.57. The stock has a market capitalization of $17.97 billion, a PE 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.