West Oak Capital LLC Raises Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

West Oak Capital LLC lifted its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 459.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 77,596 shares of the company’s stock after purchasing an additional 63,719 shares during the period. West Oak Capital LLC’s holdings in Schwab US Small-Cap ETF were worth $2,007,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of SCHA. Massmutual Trust Co. FSB ADV bought a new position in Schwab US Small-Cap ETF in the 3rd quarter worth approximately $30,000. Capital Performance Advisors LLP purchased a new position in shares of Schwab US Small-Cap ETF in the third quarter worth $33,000. CBIZ Investment Advisory Services LLC bought a new position in shares of Schwab US Small-Cap ETF during the second quarter worth $38,000. Sound Income Strategies LLC grew its stake in Schwab US Small-Cap ETF by 604.3% during the third quarter. Sound Income Strategies LLC now owns 824 shares of the company’s stock valued at $42,000 after acquiring an additional 707 shares in the last quarter. Finally, Studio Investment Management LLC increased its holdings in Schwab US Small-Cap ETF by 3,954.2% in the 2nd quarter. Studio Investment Management LLC now owns 973 shares of the company’s stock valued at $46,000 after acquiring an additional 949 shares during the last quarter.

Schwab US Small-Cap ETF Stock Performance

NYSEARCA:SCHA traded down $0.51 during trading hours on Friday, reaching $25.46. The stock had a trading volume of 2,436,848 shares, compared to its average volume of 1,861,406. The stock has a market capitalization of $8.88 billion, a PE ratio of 14.51 and a beta of 1.19. Schwab US Small-Cap ETF has a 52 week low of $22.24 and a 52 week high of $28.57. The company has a 50 day moving average price of $26.95 and a two-hundred day moving average price of $25.66.

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.