Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Acquired by Bogart Wealth LLC

Bogart Wealth LLC boosted its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 98.7% in the fourth quarter, Holdings Channel reports. The fund owned 81,892 shares of the company’s stock after buying an additional 40,686 shares during the quarter. Bogart Wealth LLC’s holdings in Schwab US Small-Cap ETF were worth $2,118,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the company. Capital Performance Advisors LLP acquired a new stake in shares of Schwab US Small-Cap ETF during the third quarter valued at about $33,000. McClarren Financial Advisors Inc. acquired a new stake in Schwab US Small-Cap ETF in the fourth quarter valued at $25,000. Pacifica Partners Inc. increased its position in shares of Schwab US Small-Cap ETF by 100.0% in the 4th quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock worth $26,000 after purchasing an additional 499 shares during the last quarter. Westside Investment Management Inc. raised its stake in shares of Schwab US Small-Cap ETF by 186.7% in the 3rd quarter. Westside Investment Management Inc. now owns 1,124 shares of the company’s stock valued at $58,000 after purchasing an additional 732 shares in the last quarter. Finally, MassMutual Private Wealth & Trust FSB grew its stake in Schwab US Small-Cap ETF by 95.6% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 1,154 shares of the company’s stock worth $30,000 after purchasing an additional 564 shares in the last quarter.

Schwab US Small-Cap ETF Trading Up 1.1 %

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. Schwab US Small-Cap ETF has a 12-month low of $22.53 and a 12-month high of $28.57. The firm 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 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.