Principia Wealth Advisory LLC Raises Stock Position in Schwab US Small-Cap ETF $SCHA

Principia Wealth Advisory LLC increased its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 100.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,959 shares of the company’s stock after purchasing an additional 15,991 shares during the period. Principia Wealth Advisory LLC’s holdings in Schwab US Small-Cap ETF were worth $910,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in the business. Geometric Wealth Advisors raised its holdings in shares of Schwab US Small-Cap ETF by 2.2% during the fourth quarter. Geometric Wealth Advisors now owns 16,847 shares of the company’s stock worth $480,000 after purchasing an additional 365 shares during the last quarter. CWA Asset Management Group LLC raised 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 worth $874,000 after purchasing an additional 381 shares during the last quarter. Fortis Capital Advisors LLC raised 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 worth $462,000 after purchasing an additional 382 shares during the last quarter. Sovereign Financial Group Inc. raised 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 worth $586,000 after purchasing an additional 389 shares during the last quarter. Finally, Warwick Investment Management Inc. raised 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 worth $1,832,000 after purchasing an additional 393 shares during the last quarter.

Schwab US Small-Cap ETF Price Performance

Shares of Schwab US Small-Cap ETF stock opened at $34.16 on Friday. The firm has a fifty day moving average price of $31.48 and a 200 day moving average price of $30.16. Schwab US Small-Cap ETF has a 1 year low of $23.84 and a 1 year high of $34.28. The stock has a market cap of $23.52 billion, a PE ratio of 17.65 and a beta of 1.10.

About Schwab US Small-Cap ETF

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.