Robertson Stephens Wealth Management LLC Increases Stock Holdings in Schwab US Small-Cap ETF $SCHA

Robertson Stephens Wealth Management LLC increased its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 125.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 75,157 shares of the company’s stock after buying an additional 41,869 shares during the quarter. Robertson Stephens Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $2,140,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. CWA Asset Management Group LLC grew its holdings in shares of Schwab US Small-Cap ETF by 1.3% during the fourth quarter. CWA Asset Management Group LLC now owns 30,700 shares of the company’s stock valued at $874,000 after buying an additional 381 shares during the last quarter. Fortis Capital Advisors LLC grew its holdings in shares of Schwab US Small-Cap ETF by 2.4% during the fourth quarter. Fortis Capital Advisors LLC now owns 16,207 shares of the company’s stock valued at $462,000 after buying an additional 382 shares during the last quarter. Sovereign Financial Group Inc. grew its holdings in shares of Schwab US Small-Cap ETF by 1.9% during the fourth quarter. Sovereign Financial Group Inc. now owns 20,587 shares of the company’s stock valued at $586,000 after buying an additional 389 shares during the last quarter. Warwick Investment Management Inc. grew its holdings in shares of Schwab US Small-Cap ETF by 0.6% during the fourth quarter. Warwick Investment Management Inc. now owns 64,336 shares of the company’s stock valued at $1,832,000 after buying an additional 393 shares during the last quarter. Finally, Fifth Third Bancorp grew its holdings in shares of Schwab US Small-Cap ETF by 46.0% during the third quarter. Fifth Third Bancorp now owns 1,273 shares of the company’s stock valued at $36,000 after buying an additional 401 shares during the last quarter.

Schwab US Small-Cap ETF Price Performance

Shares of SCHA opened at $32.62 on Friday. The firm has a market capitalization of $22.46 billion, a PE ratio of 17.65 and a beta of 1.10. Schwab US Small-Cap ETF has a 1-year low of $23.02 and a 1-year high of $32.69. The company’s fifty day moving average price is $30.30 and its 200-day moving average price is $29.50.

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. The types of derivatives used by the Fund are options, futures, options on futures and swaps. The Fund may lend its portfolio securities to brokers, dealers and other financial institutions.