Forte Capital LLC ADV Increases Stock Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Forte Capital LLC ADV raised its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 100.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 22,696 shares of the company’s stock after purchasing an additional 11,349 shares during the period. Forte Capital LLC ADV’s holdings in Schwab US Small-Cap ETF were worth $587,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Blue Trust Inc. lifted its stake in shares of Schwab US Small-Cap ETF by 33.2% during the third quarter. Blue Trust Inc. now owns 2,675 shares of the company’s stock valued at $127,000 after buying an additional 667 shares during the period. Raymond James & Associates lifted its stake in shares of Schwab US Small-Cap ETF by 8.7% during the third quarter. Raymond James & Associates now owns 91,104 shares of the company’s stock valued at $4,692,000 after buying an additional 7,299 shares during the period. Private Advisor Group LLC lifted its stake in shares of Schwab US Small-Cap ETF by 11.1% during the third quarter. Private Advisor Group LLC now owns 88,226 shares of the company’s stock valued at $4,540,000 after buying an additional 8,810 shares during the period. International Assets Investment Management LLC lifted its stake in shares of 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 valued at $136,650,000 after buying an additional 2,652,856 shares during the period. Finally, YHB Investment Advisors Inc. lifted its stake in shares of Schwab US Small-Cap ETF by 4.8% during the third quarter. YHB Investment Advisors Inc. now owns 15,726 shares of the company’s stock valued at $810,000 after buying an additional 722 shares during the period.

Schwab US Small-Cap ETF Stock Performance

Shares of SCHA opened at $25.61 on Friday. The company has a market capitalization of $8.93 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19. The company’s 50 day simple moving average is $26.41 and its 200 day simple moving average is $26.09. Schwab US Small-Cap ETF has a 1 year low of $22.53 and a 1 year high of $28.57.

About Schwab US Small-Cap ETF

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.