Elwood & Goetz Wealth Advisory Group LLC Grows Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Elwood & Goetz Wealth Advisory Group LLC increased its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 97.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 155,795 shares of the company’s stock after buying an additional 76,853 shares during the quarter. Schwab US Small-Cap ETF comprises 1.0% of Elwood & Goetz Wealth Advisory Group LLC’s investment portfolio, making the stock its 15th biggest holding. Elwood & Goetz Wealth Advisory Group LLC’s holdings in Schwab US Small-Cap ETF were worth $4,029,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. JFS Wealth Advisors LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 80.6% in the 4th quarter. JFS Wealth Advisors LLC now owns 73,441 shares of the company’s stock valued at $1,899,000 after buying an additional 32,779 shares during the period. Principal Securities Inc. lifted its holdings in shares of Schwab US Small-Cap ETF by 129.6% in the 4th quarter. Principal Securities Inc. now owns 19,299 shares of the company’s stock valued at $499,000 after buying an additional 10,895 shares during the period. World Investment Advisors LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 20.3% in the 3rd quarter. World Investment Advisors LLC now owns 18,666 shares of the company’s stock valued at $961,000 after buying an additional 3,147 shares during the period. Sculati Wealth Management LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 107.9% in the 3rd quarter. Sculati Wealth Management LLC now owns 116,663 shares of the company’s stock valued at $5,744,000 after buying an additional 60,552 shares during the period. Finally, Fulcrum Equity Management lifted its holdings in shares of Schwab US Small-Cap ETF by 8.9% in the 3rd quarter. Fulcrum Equity Management now owns 19,115 shares of the company’s stock valued at $984,000 after buying an additional 1,559 shares during the period.

Schwab US Small-Cap ETF Price Performance

SCHA 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. The stock has a market capitalization of $17.97 billion, a P/E ratio of 17.66 and a beta of 1.19. Schwab US Small-Cap ETF has a 12 month low of $22.53 and a 12 month 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.