Values Added Financial LLC Has $3.42 Million Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Values Added Financial LLC boosted its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 112.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 132,294 shares of the company’s stock after purchasing an additional 69,998 shares during the period. Schwab US Small-Cap ETF accounts for about 2.0% of Values Added Financial LLC’s portfolio, making the stock its 14th biggest holding. Values Added Financial LLC’s holdings in Schwab US Small-Cap ETF were worth $3,421,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Provident Wealth Management LLC grew its stake in shares of Schwab US Small-Cap ETF by 8.5% in the third quarter. Provident Wealth Management LLC now owns 116,541 shares of the company’s stock worth $6,002,000 after purchasing an additional 9,096 shares during the last quarter. Physician Wealth Advisors Inc. lifted its holdings in Schwab US Small-Cap ETF by 165.1% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 13,316 shares of the company’s stock worth $686,000 after buying an additional 8,293 shares during the period. Mokosak Advisory Group LLC grew its position in shares of Schwab US Small-Cap ETF by 4.5% in the 3rd quarter. Mokosak Advisory Group LLC now owns 553,921 shares of the company’s stock valued at $28,528,000 after buying an additional 23,889 shares during the last quarter. Summit Financial Strategies Inc. increased its stake in shares of Schwab US Small-Cap ETF by 6.1% in the third quarter. Summit Financial Strategies Inc. now owns 552,016 shares of the company’s stock valued at $28,429,000 after buying an additional 31,715 shares during the period. Finally, Riversedge Advisors LLC raised its position in shares of Schwab US Small-Cap ETF by 1.7% during the third quarter. Riversedge Advisors LLC now owns 325,384 shares of the company’s stock worth $16,757,000 after acquiring an additional 5,327 shares during the last quarter.

Schwab US Small-Cap ETF Price Performance

Schwab US Small-Cap ETF stock opened at $26.62 on Friday. The firm has a market cap of $9.28 billion, a P/E ratio of 14.51 and a beta of 1.19. The stock’s 50 day moving average is $26.54 and its 200 day moving average is $26.04. Schwab US Small-Cap ETF has a one year low of $22.53 and a one 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.