26,080 Shares in Schwab US Small-Cap ETF (NYSEARCA:SCHA) Purchased by Capital Advisors Wealth Management LLC

Capital Advisors Wealth Management LLC purchased a new position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 26,080 shares of the company’s stock, valued at approximately $674,000.

Other institutional investors also recently added to or reduced their stakes in the company. Omega Financial Group LLC lifted its position in shares of Schwab US Small-Cap ETF by 97.5% during the 4th quarter. Omega Financial Group LLC now owns 49,481 shares of the company’s stock worth $1,280,000 after buying an additional 24,431 shares during the period. Carnegie Investment Counsel grew its position in Schwab US Small-Cap ETF by 100.2% in the fourth quarter. Carnegie Investment Counsel now owns 8,165 shares of the company’s stock valued at $211,000 after acquiring an additional 4,087 shares during the period. Mirador Capital Partners LP raised its stake in Schwab US Small-Cap ETF by 81.1% during the fourth quarter. Mirador Capital Partners LP now owns 14,518 shares of the company’s stock worth $375,000 after acquiring an additional 6,501 shares in the last quarter. West Coast Financial LLC lifted its holdings in shares of Schwab US Small-Cap ETF by 100.0% during the fourth quarter. West Coast Financial LLC now owns 19,488 shares of the company’s stock valued at $504,000 after acquiring an additional 9,744 shares during the period. Finally, Guardian Financial Partners LLC boosted its stake in shares of Schwab US Small-Cap ETF by 128.3% in the 4th quarter. Guardian Financial Partners LLC now owns 74,165 shares of the company’s stock valued at $1,918,000 after purchasing an additional 41,673 shares in the last quarter.

Schwab US Small-Cap ETF Stock Performance

SCHA opened at $26.43 on Friday. The firm has a market cap of $9.21 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19. The firm’s 50-day simple moving average is $26.89 and its 200-day simple moving average is $25.74. Schwab US Small-Cap ETF has a twelve month low of $22.24 and a twelve month high of $28.57.

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.