Code Waechter LLC Has $2.14 Million Stock Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Code Waechter LLC grew its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 99.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 82,633 shares of the company’s stock after purchasing an additional 41,159 shares during the period. Schwab US Small-Cap ETF comprises approximately 1.9% of Code Waechter LLC’s investment portfolio, making the stock its 12th biggest holding. Code Waechter LLC’s holdings in Schwab US Small-Cap ETF were worth $2,137,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Empower Advisory Group LLC grew its holdings in shares of Schwab US Small-Cap ETF by 2.9% in the 3rd 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 position in Schwab US Small-Cap ETF by 489,456.8% during 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 last quarter. Cerity Partners LLC grew its stake in Schwab US Small-Cap ETF by 16.6% in the third 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 position in shares of 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 purchasing an additional 15,859 shares during the last quarter. Finally, Marcum Wealth LLC increased its position in shares of Schwab US Small-Cap ETF by 89.1% during the 4th quarter. Marcum Wealth LLC now owns 2,092,926 shares of the company’s stock worth $54,123,000 after purchasing an additional 986,432 shares during the last quarter.

Schwab US Small-Cap ETF Trading Up 0.4 %

NYSEARCA SCHA opened at $25.55 on Tuesday. Schwab US Small-Cap ETF has a 12 month low of $22.24 and a 12 month high of $28.57. The stock has a 50 day moving average of $26.94 and a 200-day moving average of $25.72. The company has a market cap of $8.91 billion, a PE ratio of 14.51 and a beta of 1.19.

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.