Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Acquired by Elwood & Goetz Wealth Advisory Group LLC

Elwood & Goetz Wealth Advisory Group LLC lifted its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 97.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 155,795 shares of the company’s stock after acquiring an additional 76,853 shares during the period. Schwab US Small-Cap ETF accounts for approximately 1.0% of Elwood & Goetz Wealth Advisory Group LLC’s investment portfolio, making the stock its 15th biggest holding. Elwood & Goetz Wealth Advisory Group LLC’s holdings in Schwab US Small-Cap ETF were worth $4,029,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Capital Performance Advisors LLP acquired a new stake in shares of Schwab US Small-Cap ETF during the 3rd quarter worth about $33,000. McClarren Financial Advisors Inc. acquired a new stake in shares of Schwab US Small-Cap ETF during the 4th quarter worth about $25,000. Pacifica Partners Inc. raised 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 worth $26,000 after acquiring an additional 499 shares in the last quarter. Westside Investment Management Inc. raised its position in shares of Schwab US Small-Cap ETF by 186.7% during the 3rd quarter. Westside Investment Management Inc. now owns 1,124 shares of the company’s stock worth $58,000 after acquiring an additional 732 shares in the last quarter. Finally, MassMutual Private Wealth & Trust FSB raised its position in shares of Schwab US Small-Cap ETF by 95.6% during 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 in the last quarter.

Schwab US Small-Cap ETF Stock Down 2.7 %

NYSEARCA:SCHA opened at $25.61 on Friday. The stock’s 50 day moving average price is $26.38 and its 200 day moving average price is $26.11. The company has a market capitalization of $17.97 billion, a PE ratio of 17.66 and a beta of 1.19. Schwab US Small-Cap ETF has a 52-week low of $22.53 and a 52-week 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.