Values Added Financial LLC Acquires 69,998 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Values Added Financial LLC increased its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 112.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 132,294 shares of the company’s stock after purchasing an additional 69,998 shares during the period. Schwab US Small-Cap ETF makes up about 2.0% of Values Added Financial LLC’s holdings, making the stock its 14th biggest position. Values Added Financial LLC’s holdings in Schwab US Small-Cap ETF were worth $3,421,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. International Assets Investment Management LLC boosted its stake in Schwab US Small-Cap ETF by 489,456.8% during the third quarter. International Assets Investment Management LLC now owns 2,653,398 shares of the company’s stock worth $136,650,000 after acquiring an additional 2,652,856 shares in the last quarter. Strategic Financial Concepts LLC raised its holdings in shares of Schwab US Small-Cap ETF by 4,867.1% during the fourth quarter. Strategic Financial Concepts LLC now owns 2,210,392 shares of the company’s stock valued at $57,161,000 after purchasing an additional 2,165,891 shares during the period. Advisory Alpha LLC boosted its position in shares of Schwab US Small-Cap ETF by 96.0% during the 4th quarter. Advisory Alpha LLC now owns 4,232,965 shares of the company’s stock worth $109,466,000 after purchasing an additional 2,073,546 shares in the last quarter. Marcum Wealth LLC grew its stake in shares of Schwab US Small-Cap ETF by 89.1% in the 4th quarter. Marcum Wealth LLC now owns 2,092,926 shares of the company’s stock valued at $54,123,000 after buying an additional 986,432 shares during the period. Finally, Savant Capital LLC grew its stake in shares of Schwab US Small-Cap ETF by 84.1% in the 4th quarter. Savant Capital LLC now owns 1,886,204 shares of the company’s stock valued at $48,777,000 after buying an additional 861,788 shares during the period.

Schwab US Small-Cap ETF Stock Performance

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

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.