YHB Investment Advisors Inc. grew its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 93.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 30,489 shares of the company’s stock after buying an additional 14,763 shares during the quarter. YHB Investment Advisors Inc.’s holdings in Schwab US Small-Cap ETF were worth $788,000 at the end of the most recent quarter.
Several other institutional investors have also made changes to their positions in SCHA. Fortitude Advisory Group L.L.C. boosted its stake in Schwab US Small-Cap ETF by 103.1% in the 4th quarter. Fortitude Advisory Group L.L.C. now owns 17,923 shares of the company’s stock worth $463,000 after purchasing an additional 9,097 shares during the period. Warner Financial Inc. lifted its holdings in shares of Schwab US Small-Cap ETF by 117.9% in the fourth quarter. Warner Financial Inc. now owns 26,079 shares of the company’s stock valued at $674,000 after purchasing an additional 14,113 shares in the last quarter. Joseph P. Lucia & Associates LLC boosted its position in shares of Schwab US Small-Cap ETF by 97.9% in the fourth quarter. Joseph P. Lucia & Associates LLC now owns 95,570 shares of the company’s stock worth $2,471,000 after buying an additional 47,287 shares during the period. Legacy Bridge LLC grew its holdings in shares of Schwab US Small-Cap ETF by 100.0% during the fourth quarter. Legacy Bridge LLC now owns 24,160 shares of the company’s stock valued at $625,000 after buying an additional 12,080 shares in the last quarter. Finally, Cascade Investment Advisors Inc. raised its position in Schwab US Small-Cap ETF by 98.9% during the fourth quarter. Cascade Investment Advisors Inc. now owns 12,464 shares of the company’s stock valued at $322,000 after buying an additional 6,198 shares during the period.
Schwab US Small-Cap ETF Trading Up 0.3 %
Shares of Schwab US Small-Cap ETF stock opened at $26.73 on Wednesday. Schwab US Small-Cap ETF has a 1 year low of $22.41 and a 1 year high of $28.57. The stock has a 50-day moving average price of $26.82 and a 200 day moving average price of $25.94. The company has a market cap of $9.32 billion, a P/E ratio of 14.51 and a beta of 1.19.
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.
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