Sugarloaf Wealth Management LLC Grows Stock Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Sugarloaf Wealth Management LLC lifted its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 100.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,856 shares of the company’s stock after acquiring an additional 928 shares during the period. Sugarloaf Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $48,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Empower Advisory Group LLC grew its position in Schwab US Small-Cap ETF by 2.9% in the third quarter. Empower Advisory Group LLC now owns 12,298,227 shares of the company’s stock valued at $633,359,000 after acquiring an additional 348,995 shares in the last quarter. International Assets Investment Management LLC boosted its stake in shares of Schwab US Small-Cap ETF by 489,456.8% in 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 purchasing an additional 2,652,856 shares during the period. Cerity Partners LLC grew its holdings in Schwab US Small-Cap ETF by 16.6% during the 3rd quarter. Cerity Partners LLC now owns 2,260,557 shares of the company’s stock valued at $116,419,000 after purchasing an additional 321,166 shares in the last quarter. Envestnet Asset Management Inc. increased its stake in Schwab US Small-Cap ETF by 0.7% during the 2nd quarter. Envestnet Asset Management Inc. now owns 2,226,251 shares of the company’s stock worth $105,636,000 after buying an additional 15,859 shares during the period. Finally, Advisory Alpha LLC lifted its holdings in Schwab US Small-Cap ETF by 3.4% in the 2nd quarter. Advisory Alpha LLC now owns 2,091,432 shares of the company’s stock worth $99,242,000 after buying an additional 68,814 shares in the last quarter.

Schwab US Small-Cap ETF Price Performance

NYSEARCA:SCHA opened at $25.46 on Friday. Schwab US Small-Cap ETF has a 1-year low of $22.24 and a 1-year high of $28.57. The stock has a market cap of $8.88 billion, a P/E ratio of 14.51 and a beta of 1.19. The firm has a 50-day moving average of $26.95 and a two-hundred day moving average of $25.67.

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.