Sage Financial Group Inc. lifted its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 95.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 664,526 shares of the company’s stock after acquiring an additional 323,906 shares during the quarter. Schwab US Small-Cap ETF accounts for 1.4% of Sage Financial Group Inc.’s holdings, making the stock its 13th biggest position. Sage Financial Group Inc.’s holdings in Schwab US Small-Cap ETF were worth $17,185,000 as of its most recent SEC filing.
Other institutional investors have also recently made changes to their positions in the company. Pacifica Partners Inc. grew its position in shares of Schwab US Small-Cap ETF by 100.0% during the 4th quarter. Pacifica Partners Inc. now owns 998 shares of the company’s stock valued at $26,000 after acquiring an additional 499 shares during the period. Massmutual Trust Co. FSB ADV acquired a new position in shares of Schwab US Small-Cap ETF during the 3rd quarter worth approximately $30,000. MassMutual Private Wealth & Trust FSB increased its stake in shares of Schwab US Small-Cap ETF by 95.6% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 1,154 shares of the company’s stock worth $30,000 after acquiring an additional 564 shares during the last quarter. Capital Performance Advisors LLP purchased a new stake in shares of Schwab US Small-Cap ETF in the third quarter valued at about $33,000. Finally, Lowe Wealth Advisors LLC acquired a new stake in Schwab US Small-Cap ETF during the fourth quarter worth about $35,000.
Schwab US Small-Cap ETF Price Performance
Schwab US Small-Cap ETF stock opened at $26.64 on Thursday. The stock has a market cap of $9.29 billion, a price-to-earnings ratio of 14.51 and a beta of 1.19. The firm has a 50 day simple moving average of $26.82 and a 200-day simple moving average of $25.94. Schwab US Small-Cap ETF has a 1-year low of $22.41 and a 1-year high of $28.57.
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.
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